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

Mutual Fund Insights: BB&T Equity Income C Fund (BCEGX)

In-depth Analysis of BB&T Equity Income C Fund (BCEGX)

Mutual fund chart: BB&T Equity Income C Fund (BCEGX)

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See BB&T Equity Income C Fund (BCEGX) performance details as of January 31, 2010

  

    Last Trade: $12.58 on 3/15/2010, Change: +0.02 (0.16%)
Experiment our closing price forecasting tool for BB&T Equity Income C Fund (BCEGX) (alpha release)

  

Fund Manager - George F. Shipp

Fund Manager Tenure: 5.7 years
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)
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.  Get more insights on George F. Shipp

  

What we like about BB&T Equity Income C Fund (BCEGX) What we like about BB&T Equity Income C Fund (BCEGX)

Data for BB&T Equity Income C Fund (BCEGX) as of January 31, 2010

  • BB&T Equity Income C Fund (BCEGX) management has been with BB&T Equity Income C Fund for 5.7 years
  • BB&T Equity Income C Fund (BCEGX) has good mid-term performance (3-year return -2.18% vs -8.60% Large Value category average)
  • BB&T Equity Income C Fund (BCEGX) has good Long-term performance (5-year return 5.19% vs -0.19% Large Value category average)
  • BB&T Equity Income C Fund (BCEGX) ratio of up-years vs down years is greater than 2
  • BB&T Equity Income C Fund (BCEGX) has a Morningstar rating of 4 and above
  • BB&T Equity Income C Fund (BCEGX) has an annual stock turnover rate of 37.13% vs Large Value average of 69.44%. It is good that BB&T Equity Income C management does not trade extensively for its return.
  • BB&T Equity Income C Fund (BCEGX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.68, lower than category average of 20.74

  

What we are cautious about BB&T Equity Income C Fund (BCEGX) What we are cautious about BB&T Equity Income C Fund (BCEGX)

Data for BB&T Equity Income C Fund (BCEGX) as of January 31, 2010

  • BB&T Equity Income C Fund is a focused fund with 48.57% 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 Equity Income C Fund (BCEGX) has a less-than-ideal short-term performance (1-year return 27.01% vs 32.89% Large Value category average)
  • BB&T Equity Income C Fund (BCEGX) has a higher management fee of 1.97% than its Large Value average of 1.28%
  • BB&T Equity Income C Fund (BCEGX) carries a 1% load
See BB&T Equity Income C Fund (BCEGX) performance details as of January 31, 2010

  

  

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BB&T Equity Income C Fund (BCEGX) Net Asset

Track net asset change of BB&T Equity Income C fund (BCEGX)

DateNet Asset
01/2010$47.15M
11/2009$45.09M
10/2009$41.48M
More historic net asset information on BB&T Equity Income C Fund (BCEGX)

  

BB&T Equity Income C Fund (BCEGX) Portfolio Allocation

Track portfolio allocation change of BB&T Equity Income C fund (BCEGX)

DateCashStockBondOther
10/20099.08%90.92%0%0%
09/20097.82%92.18%0%0%
08/200911%89%0%0%
Click here to see more historic asset allocation information on BB&T Equity Income C Fund (BCEGX)

  

Most Recent Top 10 Holdings in BB&T Equity Income C Fund (BCEGX)

Discover what BB&T Equity Income C Fund (BCEGX) manager is buying

31-Oct-09
Federated Treasury Obligs Instl [9.1%]
KINDER MORGAN MNGMNT [4.59%]
MCDONALDS CP [4.53%]
NOVARTIS AG ADS [4.41%]
PHILIP MORRIS INTL [4.25%]
PEPSICO INC [4.16%]
LOCKHEED MARTIN CP [4.1%]
KIMBERLY CLARK CP [4.05%]
NATURAL RES PTNRS LP [3.9%]
VERIZON COMMUN [3.89%]

30-Sep-09
Federated Treasury Obligs Instl [7.84%]
KINDER MORGAN MNGMNT [4.6%]
MCDONALDS CP [4.47%]
PHILIP MORRIS INTL [4.43%]
NOVARTIS AG ADS [4.33%]
LOCKHEED MARTIN CP [4.15%]
PEPSICO INC [4.08%]
KIMBERLY CLARK CP [3.96%]
NOKIA CP ADS [3.86%]
ABBOTT LABORATORIES [3.85%]

31-Aug-09
Federated Treasury Obligs Instl [11.03%]
KINDER MORGAN MNGMNT [4.82%]
PHILIP MORRIS INTL [4.32%]
MCDONALDS CP [4.23%]
KIMBERLY CLARK CP [4.22%]
NOVARTIS AG ADS [4.16%]
PEPSICO INC [4.1%]
Intel Corporation [4.02%]
NOKIA CP ADS [3.87%]
Paychex, Inc. [3.77%]
Click here for Stock Holding Change Map in BB&T Equity Income C Fund (BCEGX)

  

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Latest News on BB&T Equity Income C (BCEGX)

See what is happening with BB&T Equity Income C Fund (BCEGX)

 

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