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 |
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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: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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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
(29-Sep-09):
| 0.06 | | Last Cap Gain
(11-Dec-08):
| 0.03 | | Annual Holdings Turnover
| 30.00% | | Average for Category:
| 75.44% |
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| 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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0.02 (0.17%)
