BB&T Equity Income Instl
434 Fayetteville Street Mall
Phone: 800-228-1872
| Category: |
Large Value |
| Fund Family: |
BB&T |
| Net Assets: |
178.66M |
| Year-to-Date Return: |
15.38% |
| Yield: |
1.99% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
30-Jun-04 |
|
George F. Shipp
Lead Manager since
30-Jun-04 |
|
| 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 |
|
|
|
| The investment seeks capital growth and current income. The fund invests primarily in dividend-paying equity securities, in particular common stocks of companies with a history of increasing dividend rates, and convertible debt securities and convertible preferred stock, which are convertible into common stock, with favorable long-term fundamental characteristics. |
| Last Dividend
(29-Sep-09):
|
0.06 |
| Last Cap Gain
(11-Dec-08):
|
0.03 |
| Annual Holdings Turnover
|
30.00% |
| Average for Category:
|
75.44% |
|
| Expense |
BEGIX |
Category
Avg |
| Total Expense Ratio: |
0.91%
|
1.28% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
%
|
5.44% |
| Max Deferred Sales Load: |
%
|
2.65% |
| 3 Yr Expense Projection*: |
$290 |
$638 |
| 5 Yr Expense Projection*: |
$504 |
$966 |
| 10 Yr Expense Projection*: |
$1,120 |
$1,855 |
|
|
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