Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | BBTGX Insights | BBTGX Score | BBTGX Performance | BBTGX Manager | BBTGX News | BBTGX Allocation | BBTGX Holdings Change

Mutual Fund Insights: BB&T Select Equity A Fund (BBTGX)

In-depth Analysis of BB&T Select Equity A Fund (BBTGX)

Mutual fund chart: BB&T Select Equity A Fund (BBTGX)

3 months
6 months
1 year
3 year
5 year

See BB&T Select Equity A Fund (BBTGX) performance details as of February 28, 2010

  

    Last Trade: $11.00 on 3/19/2010, Change: -0.06 (-0.54%)
Experiment our closing price forecasting tool for BB&T Select Equity A Fund (BBTGX) (alpha release)

  

Fund ManagerFund Manager - Stephen L. Morgan

Fund Manager Tenure: 0.3 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Mr. Stephen L. Morgan joined BB&T Asset Management, Inc. in 1999 as a Portfolio Manager. Mr. Stephen L. Morgan has over 25 years of investment experience and holds a B.S. in Finance & Accounting from American University in Washington, D.C. and an M.B.A. from Virginia Tech.  Get more insights on Stephen L. Morgan

  

What we like about BB&T Select Equity A Fund (BBTGX) What we like about BB&T Select Equity A Fund (BBTGX)

Data for BB&T Select Equity A Fund (BBTGX) as of February 28, 2010

  • BB&T Select Equity A Fund (BBTGX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.52, lower than category average of 20.62
  • BB&T Select Equity A Fund (BBTGX) has a lower management fee than its Large Blend average: 1.08% vs 1.11%

  

What we are cautious about BB&T Select Equity A Fund (BBTGX) What we are cautious about BB&T Select Equity A Fund (BBTGX)

Data for BB&T Select Equity A Fund (BBTGX) as of February 28, 2010

  • BB&T Select Equity A Fund (BBTGX) management has been with BB&T Select Equity A Fund for only 0.3 years, it is hard to judge manager's ability based on this fund's operation record
  • BB&T Select Equity A Fund (BBTGX) has a less-than-ideal short-term performance (1-year return 28.28% vs 53.54 % Large Blend category average)
  • BB&T Select Equity A Fund (BBTGX) has a less-than-ideal mid-term performance (3-year return -12.39% vs -5.77 % Large Blend category average)
  • BB&T Select Equity A Fund (BBTGX) has a less-than-ideal Long-term performance (5-year return -2.09% vs 0.31 % Large Blend category average)
  • BB&T Select Equity A Fund (BBTGX) ratio of up-years vs down years can be improved
  • BB&T Select Equity A Fund (BBTGX) has a Morningstar rating of 3 and below
  • BB&T Select Equity A Fund (BBTGX) has an annual stock turnover rate of 92.97% that is higher than the Large Blend average of 79.86%. This could mean BB&T Select Equity A is more nimble, but also signal potential high tax impact and high trading fees
  • BB&T Select Equity A Fund (BBTGX) does not have a good risk adjusted return as its 3-year Alpha of -6.13 is worse than category average of 0.06, and its 3-year Sharpe ratio is -0.68
  • BB&T Select Equity A Fund (BBTGX) carries a 5.75% load
See BB&T Select Equity A Fund (BBTGX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Large Blend category?

Below are some additional Large Blend mutual funds generated out of our database

  

BB&T Select Equity A Fund (BBTGX) Net Asset

Track net asset change of BB&T Select Equity A fund (BBTGX)

DateNet Asset
02/2010$29.03M
01/2010$29.03M
11/2009$29.72M
More historic net asset information on BB&T Select Equity A Fund (BBTGX)

  

BB&T Select Equity A Fund (BBTGX) Portfolio Allocation

Track portfolio allocation change of BB&T Select Equity A fund (BBTGX)

DateCashStockBondOther
10/20092.73%97.27%0%0%
09/20092.2%97.8%0%0%
08/20093.58%95.67%0%0.75%
Click here to see more historic asset allocation information on BB&T Select Equity A Fund (BBTGX)

  

Most Recent Top 10 Holdings in BB&T Select Equity A Fund (BBTGX)

Discover what BB&T Select Equity A Fund (BBTGX) manager is buying

31-Oct-09
OCCIDENTAL PET [3.41%]
BARRICK GOLD CP [3.34%]
FREEPORT MCMORAN B [3.33%]
A F L A C INC [3.21%]
EXXON MOBIL CP [3.07%]
Berkshire Hathaway Inc. B [3.07%]
SCHLUMBERGER LTD [3.03%]
Google Inc. [3.02%]
Intel Corporation [3.01%]
Cisco Systems, Inc. [2.79%]

30-Sep-09
Comcast Corporation [3.52%]
OCCIDENTAL PET [3.43%]
BARRICK GOLD CP [3.41%]
A F L A C INC [3.23%]
FREEPORT MCMORAN B [3.11%]
Berkshire Hathaway Inc. B [3.03%]
Intel Corporation [3.01%]
EXXON MOBIL CP [2.87%]
SCHLUMBERGER LTD [2.83%]
Cisco Systems, Inc. [2.8%]

31-Aug-09
Berkshire Hathaway Inc. B [4.93%]
A F L A C INC [4.51%]
Federated Treasury Obligs Instl [3.58%]
OCCIDENTAL PET [3.36%]
Comcast Corporation [3.35%]
Intel Corporation [3.28%]
BARRICK GOLD CP [3.19%]
EXXON MOBIL CP [2.97%]
FREEPORT MCMORAN B [2.93%]
JP MORGAN CHASE CO [2.87%]
Click here for Stock Holding Change Map in BB&T Select Equity A Fund (BBTGX)

  

Related books and products to BB&T Select Equity A Fund (BBTGX)

  

Latest News on BB&T Select Equity A (BBTGX)

See what is happening with BB&T Select Equity A Fund (BBTGX)

 

Books and Resources

 

 

See more information on BB&T Select Equity A Fund (BBTGX)