Investment Objective

Seeks to deliver solid prospects for growth and income through a diversified group of BB&T stock and bond funds.

Investment Profile

This Fund may be appropriate for investors who:
  • Want to achieve broad diversification in one portfolio
  • Have a 5- to 15-year investment horizon
  • Are willing to accept a moderate level of risk in exchange for the higher return potential associated with stocks
  • Feel most comfortable when balancing equity investments with the diversification of bonds and money market funds

Investment Risks

Diversification does not guarantee a profit or protect against a loss. Stocks are more volatile and carry more risk and return potential than other forms of investments. Bonds offer a relatively stable level of income, although bond prices will fluctuate, especially for longer-term issues and in environments of rising interest rates. Although money market funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.

Fund Facts

Class A Shares Class B Shares Class C Shares Inst'l Shares
Ticker BAMGX BBMGX BCMCX BCGTX
Cusip 05527P610 05527P560 05527P214 05527P727
Inception Date 01/29/1998 01/29/1999 02/01/2001 10/02/1997
Investment Minimum $1,000.00 $1,000.00 $1,000.00 $1,000,000.00
Subsequent Investment $0.00 $0.00 $0.00 NA
Max. Up Front Sales Charge 5.75% NA NA NA
Max. Deferred Sales Charge NA 5.00% 1.00% NA