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Mutual Fund Insights: BB&T Intermediate US Govt Bond I Fund (BBGVX)

In-depth Analysis of BB&T Intermediate US Govt Bond I Fund (BBGVX)

Mutual fund chart: BB&T Intermediate US Govt Bond I Fund (BBGVX)

3 months
6 months
1 year
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5 year

See BB&T Intermediate US Govt Bond I Fund (BBGVX) performance details as of February 28, 2010

Last Trade: $10.58 on 3/19/2010, Change: 0.00 (0%)

Fund Manager - Brad Eppard

Fund Manager Tenure: 6.7 years
Fundmojo Fund Grade: A (Score: 0.71) (What does this score mean?)

Brad Eppard is a senior vice president and portfolio manager with the BB&T Asset Management, Inc. From October 2000 to July 2003, Brad Eppard was a senior fixed income strategist for Legg Mason Wood Walker. From February 2000 to October 2000, Brad Eppard was a senior fixed income strategist for Wachovia Securities. Prior to that Brad Eppard was a senior portfolio manager and Director at Boatman?s Capital Management from April 1997 to January 2000. Brad Eppard holds the Chartered Financial Analyst designation. Get more insights on Brad Eppard

What we like about BB&T Intermediate US Govt Bond I Fund (BBGVX)

Data for BB&T Intermediate US Govt Bond I Fund (BBGVX) as of February 28, 2010

BB&T Intermediate US Govt Bond I Fund (BBGVX) management has been with BB&T Intermediate US Govt Bond I Fund for 6.7 years
BB&T Intermediate US Govt Bond I Fund (BBGVX) has good mid-term performance (3-year return 6.53% vs 5.47 % Intermediate Government category average)
BB&T Intermediate US Govt Bond I Fund (BBGVX) has good Long-term performance (5-year return 5.03% vs 4.62 % Intermediate Government category average)
BB&T Intermediate US Govt Bond I Fund (BBGVX) ratio of up-years vs down years is greater than 2
BB&T Intermediate US Govt Bond I Fund (BBGVX) has an annual stock turnover rate of 47.13% vs Intermediate Government average of 283.09%. It is good that BB&T Intermediate US Govt Bond I management does not trade extensively for its return.
BB&T Intermediate US Govt Bond I Fund (BBGVX) is less volatile than its peers as it has a 3-year Standard Deviation of 3.71, lower than category average of 4.17
BB&T Intermediate US Govt Bond I Fund (BBGVX) has a lower management fee than its Intermediate Government average: 0.70% vs 1.01%
BB&T Intermediate US Govt Bond I Fund (BBGVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about BB&T Intermediate US Govt Bond I Fund (BBGVX)

Data for BB&T Intermediate US Govt Bond I Fund (BBGVX) as of February 28, 2010

BB&T Intermediate US Govt Bond I Fund is a focused fund with 50.37% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
BB&T Intermediate US Govt Bond I Fund (BBGVX) has a less-than-ideal short-term performance (1-year return 5.04% vs 6.94 % Intermediate Government category average)
BB&T Intermediate US Govt Bond I Fund (BBGVX) has a Morningstar rating of 3 and below

See BB&T Intermediate US Govt Bond I Fund (BBGVX) performance details as of February 28, 2010

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BB&T Intermediate US Govt Bond I Fund (BBGVX) Net Asset

Track net asset change of BB&T Intermediate US Govt Bond I fund (BBGVX)

Date	Net Asset
02/2010	$196.69M
01/2010	$196.69M
11/2009	$190.65M

More historic net asset information on BB&T Intermediate US Govt Bond I Fund (BBGVX)

BB&T Intermediate US Govt Bond I Fund (BBGVX) Portfolio Allocation

Track portfolio allocation change of BB&T Intermediate US Govt Bond I fund (BBGVX)

Date	Cash	Stock	Bond	Other
10/2009	14.67%	0%	85.33%	0%
09/2009	13.52%	0%	86.48%	0%
08/2009	17.66%	0%	82.34%	0%

Click here to see more historic asset allocation information on BB&T Intermediate US Govt Bond I Fund (BBGVX)

Most Recent Top 10 Holdings in BB&T Intermediate US Govt Bond I Fund (BBGVX)

Discover what BB&T Intermediate US Govt Bond I Fund (BBGVX) manager is buying

31-Oct-09

FNMA 5.21% [7.19%]
Federated Treasury Obligs Instl [5.99%]
FFCB 4.67% [5.4%]
FHLMC 3% [5.14%]
Federal Hm Ln Banks 0.5% [5.11%]
US Treasury Note 1.875% [5.05%]
FNMA 5.8% [4.74%]
FNMA 5.5% [4.42%]
FNMA 5.125% [3.8%]
FNMA 5.5% [3.77%]

30-Sep-09

FNMA 5.21% [7.3%]
FFCB 4.67% [5.45%]
FHLMC [5.2%]
Federal Hm Ln Banks 0.5% [5.18%]
US Treasury Note 1.875% [5.11%]
FNMA 5.8% [4.82%]
Federated Treasury Obligs Instl [4.72%]
FNMA 5.5% [4.46%]
FNMA 5.125% [3.83%]
FNMA 5.5% [3.8%]

31-Aug-09

Federated Treasury Obligs Instl [8.55%]
FNMA 5.21% [7.58%]
FFCB 4.67% [5.58%]
FHLMC [5.38%]
Federal Hm Ln Banks 0.5% [5.36%]
US Treasury Note 1.875% [5.26%]
FNMA 5.5% [4.61%]
FNMA 5.125% [3.95%]
FNMA 5.5% [3.92%]
US Treasury Bond 6.25% [3.32%]

Click here for Stock Holding Change Map in BB&T Intermediate US Govt Bond I Fund (BBGVX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.