BB&T Special Opportunities Equity Inst
BB&T Funds 434 Fayetteville Street Mall Raleigh, NC 27601
Map
Phone: 800-228-1872
| Category: | Large Growth | | Fund Family: | BB&T | | Net Assets: | 236.41M | | Year-to-Date Return: | 33.92% | | Yield: | 0.37% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jun-03 |
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George F. Shipp
Lead Manager since
02-Jun-03 | | | Shipp is a senior managing director and portfolio manager with CHOICE Asset Management, a department of Scott & Stringfellow, and serves as chief investment officer of the CHOICE portfolios, separate accounts sponsored by Scott & Stringfellow. He has been with Scott & Stringfellow since 1982. Shipp holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,500,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of net assets plus borrowings for investment purposes in equity securities which may include common stock, preferred stock, warrants, American Depositary Receipts, or debt instruments that are convertible to common stock. It invests primarily in domestically traded U.S. common stocks and U.S. traded equity stocks of foreign companies, including ADRs. |
| Last Dividend
(31-Dec-08):
| 0.06 | | Last Cap Gain
(11-Dec-08):
| 0.63 | | Annual Holdings Turnover
| 45.22% | | Average for Category:
| 112.30% |
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| Expense | BOPIX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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