BB&T NC Intermediate Tax-Free I
434 Fayetteville Street Mall Raleigh NC 27601 Columbus OH 43219
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Phone: 800-228-1872
| Category: | Muni Single State Interm | | Fund Family: | BB&T | | Net Assets: | 104.02M | | Year-to-Date Return: | 1.58% | | Yield: | 3.55% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Oct-92 |
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Robert F. Millikan
Lead Manager since
29-Feb-00 | | | 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: | $1,500,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks current income exempt from federal and North Carolina income taxes consistent with preservation of capital. The fund invests primarily in municipal securities of the State of North Carolina and its political subdivisions, that provide income exempt from both federal personal income tax and North Carolina personal income tax. It invests in North Carolina municipal securities only if they are investment-grade. The fund is nondiversified. |
| Last Dividend
(31-Jul-08):
| 0.03 | | Last Cap Gain
(12-Dec-07):
| 0.04 | | Annual Holdings Turnover
| 106.00% | | Average for Category:
| 23.99% |
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| Expense | BBNTX | Category
Avg | | Total Expense Ratio: | 0.66%
| 1.04% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 3.99% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$234 | $550 | | 5 Yr Expense Projection*: |
$419 | $794 | | 10 Yr Expense Projection*: |
$952 | $1,489 |
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