BB&T Special Opportunities Equity A 434 Fayetteville Street Mall Raleigh NC 27601 Columbus OH 43219 Map
Phone: 800-228-1872
| Category: | Mid-Cap Growth | | Fund Family: | BB&T | | Net Assets: | 99.87M | | Year-to-Date Return: | -28.66% | | Yield: | 0.00% | | 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: | $1,000 | | 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 long-term capital appreciation. The fund invests primarily in domestically traded U.S. common stocks and U.S. traded equity stocks of foreign companies. |
| Last Dividend
| N/A | | Last Cap Gain
(12-Dec-07):
| 0.75 | | Annual Holdings Turnover
| 49.00% | | Average for Category:
| 118.51% |
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| Expense | BOPAX | Category Avg | | Total Expense Ratio: | 1.28%
| 1.49% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$996 | $697 | | 5 Yr Expense Projection*: |
$1,319 | $1,075 | | 10 Yr Expense Projection*: |
$2,232 | $2,114 |
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