BB&T Capital Manager Conserv Gr B
434 Fayetteville Street Mall Raleigh NC 27601 Columbus OH 43219
Map
Phone: 800-228-1872
| Category: | Conservative Allocation | | Fund Family: | BB&T | | Net Assets: | 4.38M | | Year-to-Date Return: | -5.36% | | Yield: | 3.38% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Jan-99 |
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Robert F. Millikan
Lead Manager since
30-Sep-04 | | | Millikan is a senior vice president and director of fixed income management with the Adviser. He has been with the Adviser and its predecessors since February 2000. From July 1990 to February 2000, he was an investment officer with First Citizens Bank. Millikan holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks capital appreciation and income. The fund invests primarily in a group of diversified BB&T Funds which invest primarily in equity and fixed income securities. It may invests 25% to 55% of assets in underlying funds which invest primarily in equity securities, and 45% to 75% of assets in underlying funds which invest primarily in fixed income securities and up to 20% of assets in money market funds. |
| Last Dividend
(30-Jun-08):
| 0.05 | | Last Cap Gain
(12-Dec-07):
| 0.73 | | Annual Holdings Turnover
| 30.00% | | Average for Category:
| 59.69% |
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| Expense | BCGBX | Category
Avg | | Total Expense Ratio: | 1.10%
| 0.98% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.96% | | Max Deferred Sales Load: | 5.00%
| 2.79% | | 3 Yr Expense Projection*: |
$937 | $706 | | 5 Yr Expense Projection*: |
$1,211 | $1,090 | | 10 Yr Expense Projection*: |
$2,294 | $2,110 |
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3.58% Nasdaq 0.00%
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