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Mutual Fund Insights: BB&T Special Opportunities Equity B Fund (BOPBX)

In-depth Analysis of BB&T Special Opportunities Equity B Fund (BOPBX)

Mutual fund chart: BB&T Special Opportunities Equity B Fund (BOPBX)

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See BB&T Special Opportunities Equity B Fund (BOPBX) performance details as of January 31, 2010

  

    Last Trade: $15.47 on 3/19/2010, Change: -0.06 (-0.39%)
Experiment our closing price forecasting tool for BB&T Special Opportunities Equity B Fund (BOPBX) (alpha release)

  

Fund Manager - George F. Shipp

Fund Manager Tenure: 6.8 years   [Similar Funds: BOPAX  BOPCX  BOPIX ]
Fundmojo Fund Grade: Mojo Master (Score: 0.86)     (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 Special Opportunities Equity B Fund (BOPBX) What we like about BB&T Special Opportunities Equity B Fund (BOPBX)

Data for BB&T Special Opportunities Equity B Fund (BOPBX) as of January 31, 2010

  • BB&T Special Opportunities Equity B Fund (BOPBX) management has been with BB&T Special Opportunities Equity B Fund for 6.8 years
  • BB&T Special Opportunities Equity B Fund (BOPBX) has good mid-term performance (3-year return -0.90% vs -5.20% Large Growth category average)
  • BB&T Special Opportunities Equity B Fund (BOPBX) has good Long-term performance (5-year return 4.85% vs 0.87% Large Growth category average)
  • BB&T Special Opportunities Equity B Fund (BOPBX) ratio of up-years vs down years is greater than 2
  • BB&T Special Opportunities Equity B Fund (BOPBX) has a Morningstar rating of 4 and above
  • BB&T Special Opportunities Equity B Fund (BOPBX) has an annual stock turnover rate of 45.22% vs Large Growth average of 109.93%. It is good that BB&T Special Opportunities Equity B management does not trade extensively for its return.
  • BB&T Special Opportunities Equity B Fund (BOPBX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.47, lower than category average of 21.28

  

What we are cautious about BB&T Special Opportunities Equity B Fund (BOPBX) What we are cautious about BB&T Special Opportunities Equity B Fund (BOPBX)

Data for BB&T Special Opportunities Equity B Fund (BOPBX) as of January 31, 2010

  • BB&T Special Opportunities Equity B Fund is a focused fund with 47.34% 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 Special Opportunities Equity B Fund (BOPBX) has a less-than-ideal short-term performance (1-year return 35.46% vs 35.76% Large Growth category average)
  • BB&T Special Opportunities Equity B Fund (BOPBX) has a higher management fee of 2.07% than its Large Growth average of 1.33%
  • BB&T Special Opportunities Equity B Fund (BOPBX) carries a 5% load
See BB&T Special Opportunities Equity B Fund (BOPBX) performance details as of January 31, 2010

  

  

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BB&T Special Opportunities Equity B Fund (BOPBX) Net Asset

Track net asset change of BB&T Special Opportunities Equity B fund (BOPBX)

DateNet Asset
01/2010$23.56M
11/2009$24.13M
10/2009$23.47M
More historic net asset information on BB&T Special Opportunities Equity B Fund (BOPBX)

  

BB&T Special Opportunities Equity B Fund (BOPBX) Portfolio Allocation

Track portfolio allocation change of BB&T Special Opportunities Equity B fund (BOPBX)

DateCashStockBondOther
10/200912.17%87.83%0%0%
09/200916.41%83.59%0%0%
08/200918.8%81.2%0%0%
Click here to see more historic asset allocation information on BB&T Special Opportunities Equity B Fund (BOPBX)

  

Most Recent Top 10 Holdings in BB&T Special Opportunities Equity B Fund (BOPBX)

Discover what BB&T Special Opportunities Equity B Fund (BOPBX) manager is buying

31-Oct-09
Federated Treasury Obligs Instl [12.27%]
Akamai Technologies, Inc. [3.99%]
APACHE CP [3.98%]
HARRIS CP [3.96%]
Cisco Systems, Inc. [3.95%]
BAXTER INTL INC [3.83%]
Gilead Sciences, Inc. [3.79%]
Dell Inc. [3.65%]
BRISTOL-MYERS SQUIBB [3.63%]
UNITEDHEALTH GROUP [3.54%]

30-Sep-09
Federated Treasury Obligs Instl [16.57%]
Cisco Systems, Inc. [4.04%]
APACHE CP [3.86%]
Dell Inc. [3.81%]
BAXTER INTL INC [3.8%]
Comcast Corporation [3.78%]
BRISTOL-MYERS SQUIBB [3.72%]
HARRIS CP [3.64%]
BECTON DICKINSON CO [3.57%]
Akamai Technologies, Inc. [3.53%]

31-Aug-09
Federated Treasury Obligs Instl [18.87%]
Dell Inc. [4.03%]
BAXTER INTL INC [3.88%]
Cisco Systems, Inc. [3.79%]
UNITEDHEALTH GROUP [3.75%]
BRISTOL-MYERS SQUIBB [3.73%]
BECTON DICKINSON CO [3.64%]
APACHE CP [3.64%]
Teva Pharmaceutical Industries [3.61%]
Comcast Corporation [3.5%]
Click here for Stock Holding Change Map in BB&T Special Opportunities Equity B Fund (BOPBX)

  

Related books and products to BB&T Special Opportunities Equity B Fund (BOPBX)

  

Latest News on BB&T Special Opportunities Equity B (BOPBX)

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See more information on BB&T Special Opportunities Equity B Fund (BOPBX)