BB&T Large Cap B 434 Fayetteville Street Mall Map
Phone: 800-228-1872
| Category: | Large Value | | Fund Family: | BB&T | | Net Assets: | 4.50M | | Year-to-Date Return: | 12.82% | | Yield: | 0.55% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jan-96 |
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Ron T. Rimkus
Lead Manager since
14-Mar-06 | | | Rimkus is portfolio manager with BB&T Asset Management, Inc. Prior to jointing the firm in January 2006, he was associated with Mesirow Financial, Inc. Prior to joining Mesirow, Rimkus worked at Lincoln Capital Management, Inc. as an analyst in their Technology Group. Previously, he was a (generalist) analyst for Metropolitan West Capital Management. Rimkus holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks capital growth, current income or both. The fund invests at least 80% assets plus borrowings for investment purposes in the securities of large companies. Large companies are defined as companies with market capitalizations within the range of those companies in the Standard & Poor?s 500 index. It may engage in securities lending. |
| Last Dividend
(29-Jun-09):
| 0.00 | | Last Cap Gain
(12-Dec-07):
| 2.73 | | Annual Holdings Turnover
| 38.00% | | Average for Category:
| 67.10% |
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| Expense | BGISX | Category Avg | | Total Expense Ratio: | 1.82%
| 1.27% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | 5.00%
| 2.65% | | 3 Yr Expense Projection*: |
$ 902 | $635 | | 5 Yr Expense Projection*: |
$ 1,144 | $963 | | 10 Yr Expense Projection*: |
$ 2,145 | $1,849 |
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