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Mutual Fund Insights: BB&T SC Intermediate Tax-Free A Fund (BASCX)

In-depth Analysis of BB&T SC Intermediate Tax-Free A Fund (BASCX)

Mutual fund chart: BB&T SC Intermediate Tax-Free A Fund (BASCX)

3 months
6 months
1 year
3 year
5 year

See BB&T SC Intermediate Tax-Free A Fund (BASCX) performance details as of February 28, 2010

  

    Last Trade: $10.68 on 3/19/2010, Change: +0.01 (0.09%)

  

Fund Manager - Robert F. Millikan

Fund Manager Tenure: 10.1 years
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
Robert F. Millikan is a senior vice president and director of fixed income management with the Adviser. Robert F. Millikan has been with the Adviser and its predecessors since February 2000. From July 1990 to February 2000, Robert F. Millikan was an investment officer with First Citizens Bank. Robert F. Millikan holds the Chartered Financial Analyst designation.  Get more insights on Robert F. Millikan

  

What we like about BB&T SC Intermediate Tax-Free A Fund (BASCX) What we like about BB&T SC Intermediate Tax-Free A Fund (BASCX)

Data for BB&T SC Intermediate Tax-Free A Fund (BASCX) as of February 28, 2010

  • BB&T SC Intermediate Tax-Free A Fund (BASCX) management has been with BB&T SC Intermediate Tax-Free A Fund for 10.1 years
  • BB&T SC Intermediate Tax-Free A Fund (BASCX) has good mid-term performance (3-year return 5.18% vs 3.70 % Muni Single State Interm category average)
  • BB&T SC Intermediate Tax-Free A Fund (BASCX) has good Long-term performance (5-year return 3.92% vs 3.50 % Muni Single State Interm category average)
  • BB&T SC Intermediate Tax-Free A Fund (BASCX) ratio of up-years vs down years is greater than 2
  • BB&T SC Intermediate Tax-Free A Fund (BASCX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.92, lower than category average of 5.56

  

What we are cautious about BB&T SC Intermediate Tax-Free A Fund (BASCX) What we are cautious about BB&T SC Intermediate Tax-Free A Fund (BASCX)

Data for BB&T SC Intermediate Tax-Free A Fund (BASCX) as of February 28, 2010

  • BB&T SC Intermediate Tax-Free A Fund (BASCX) has a less-than-ideal short-term performance (1-year return 5.22% vs 8.37 % Muni Single State Interm category average)
  • BB&T SC Intermediate Tax-Free A Fund (BASCX) has a Morningstar rating of 3 and below
  • BB&T SC Intermediate Tax-Free A Fund (BASCX) has an annual stock turnover rate of 42.06% that is higher than the Muni Single State Interm average of 22.23%. This could mean BB&T SC Intermediate Tax-Free A is more nimble, but also signal potential high tax impact and high trading fees
  • BB&T SC Intermediate Tax-Free A Fund (BASCX) has a higher management fee of 1.01% than its Muni Single State Interm average of 0.93%
  • BB&T SC Intermediate Tax-Free A Fund (BASCX) carries a 3% load
See BB&T SC Intermediate Tax-Free A Fund (BASCX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Muni Single State Interm category?

Below are some additional Muni Single State Interm mutual funds generated out of our database

  

BB&T SC Intermediate Tax-Free A Fund (BASCX) Net Asset

Track net asset change of BB&T SC Intermediate Tax-Free A fund (BASCX)

DateNet Asset
02/2010$11.49M
01/2010$11.49M
11/2009$11.53M
More historic net asset information on BB&T SC Intermediate Tax-Free A Fund (BASCX)

  

BB&T SC Intermediate Tax-Free A Fund (BASCX) Portfolio Allocation

Track portfolio allocation change of BB&T SC Intermediate Tax-Free A fund (BASCX)

DateCashStockBondOther
10/20096.69%0%93.31%0%
09/20095.8%0%94.2%0%
08/20094.36%0%95.64%0%
Click here to see more historic asset allocation information on BB&T SC Intermediate Tax-Free A Fund (BASCX)

  

Most Recent Top 10 Holdings in BB&T SC Intermediate Tax-Free A Fund (BASCX)

Discover what BB&T SC Intermediate Tax-Free A Fund (BASCX) manager is buying

31-Oct-09
Federated Tax-Free Obligations Instl [4.44%]
Beaufort-Jasper S C Wtr & Swr Ref 4.75% [2.88%]
South Carolina Jobs-Economic D Hosp F 5% [2.65%]
Oconee Cnty S C Pollution Ctl Rev R 3.6% [2.63%]
Lexington Cnty S C Health Svcs Hosp 5% [2.57%]
Florence Cnty S C Hosp Rev Rev Bds 5.25% [2.23%]
Newberry Investing In Children Rev 5.25% [2.19%]
South Carolina Jobs-Economic D Rev Bd 5% [2.02%]
Medical Univ S C Hosp Auth 6% [1.99%]
South Carolina St Pub Svc Auth 5% [1.98%]

30-Sep-09
Federated Tax-Free Obligations Instl [3.53%]
Beaufort-Jasper S C Wtr & Swr Ref 4.75% [3.01%]
South Carolina Jobs-Economic D Hosp F 5% [2.73%]
Oconee Cnty S C Pollution Ctl Rev R 3.6% [2.71%]
Lexington Cnty S C Health Svcs Hosp 5% [2.62%]
Florence Cnty S C Hosp Rev Rev Bds 5.25% [2.26%]
Newberry Investing In Children Rev 5.25% [2.13%]
South Carolina Jobs-Economic D Rev Bd 5% [2.1%]
South Carolina St Pub Svc Auth 5% [2.09%]
York Cnty S C Sch Dist 5% [2.02%]

31-Aug-09
Beaufort-Jasper S C Wtr & Swr Ref 4.75% [3.15%]
Oconee Cnty S C Pollution Ctl Rev R 3.6% [2.88%]
South Carolina Jobs-Economic D Hosp F 5% [2.82%]
Lexington Cnty S C Health Svcs Hosp 5% [2.76%]
Florence Cnty S C Hosp Rev Rev Bds 5.25% [2.46%]
Newberry Investing In Children Rev 5.25% [2.31%]
South Carolina Jobs-Economic D Rev Bd 5% [2.2%]
South Carolina St Pub Svc Auth 5% [2.18%]
Medical Univ S C Hosp Auth 6% [2.18%]
York Cnty S C Sch Dist 5% [2.13%]
Click here for Stock Holding Change Map in BB&T SC Intermediate Tax-Free A Fund (BASCX)

  

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