BB&T Equity Income Instl
434 Fayetteville Street Mall Raleigh NC 27601 Columbus OH 43219
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Phone: 800-228-1872
| Category: | Large Value | | Fund Family: | BB&T | | Net Assets: | 131.29M | | Year-to-Date Return: | -20.71% | | Yield: | 3.04% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-04 |
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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: | $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 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
(30-Sep-08):
| 0.12 | | Last Cap Gain
(12-Dec-07):
| 0.58 | | Annual Holdings Turnover
| 38.00% | | Average for Category:
| 60.91% |
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| Expense | BEGIX | Category
Avg | | Total Expense Ratio: | 0.94%
| 1.28% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.42% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$293 | $591 | | 5 Yr Expense Projection*: |
$509 | $885 | | 10 Yr Expense Projection*: |
$1,131 | $1,741 |
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1.83% Nasdaq 0.00%
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