BB&T Special Opportunities Equity Inst
434 Fayetteville Street Mall Raleigh NC 27601 Columbus OH 43219
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Phone: 800-228-1872
| Category: | Mid-Cap Growth | | Fund Family: | BB&T | | Net Assets: | 162.47M | | Year-to-Date Return: | -3.92% | | 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: | $1,500,000 | | 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 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:
| 117.29% |
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| Expense | BOPIX | Category
Avg | | Total Expense Ratio: | 1.03%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$315 | $696 | | 5 Yr Expense Projection*: |
$547 | $1,084 | | 10 Yr Expense Projection*: |
$1,213 | $2,130 |
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2.99% Nasdaq 
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