MyPlanIQ 401k Investor BB&T Corporation 401(k) Savings Plan

BB&T Corporation 401(k) Savings Plan

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend BBTIX BB&T Corporation International Equity Fund Mutual Fund
Others
ROOT CASH Money market substitute
ROOT OCAAX BB&T Corporation Mid Cap Growth Fund Mutual Fund
Moderate Allocation BCGTX BB&T Corporation Capital Manager Moderate Fund Mutual Fund
US EQUITY
LARGE GROWTH BOPIX BB&T Corporation Special Opportunities Fund Mutual Fund
LARGE VALUE BEGIX BB&T Corporation Equity Income I Fund Mutual Fund
MID-CAP VALUE OVEIX BB&T Corporation Mid Cap Value Fund Mutual Fund
FIXED INCOME
SHORT GOVERNMENT BBSGX BB&T Corporation Short-term U.S. Government Income Fund Mutual Fund
Intermediate-Term Bond BIBTX BB&T Corporation Total Return Bond Fund Mutual Fund
Total Available Funds: 16
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend BBTIX BB&T Corporation International Equity Fund Mutual Fund
Others
ROOT CASH Money market substitute
ROOT OCAAX BB&T Corporation Mid Cap Growth Fund Mutual Fund
Moderate Allocation BCGTX BB&T Corporation Capital Manager Moderate Fund Mutual Fund
Conservative Allocation BMGTX BB&T Corporation Capital Manager Conservative Fund Mutual Fund
ROOT CASH BB&T Corporation U.S. Treasury Money Market Fund Mutual Fund
US EQUITY
LARGE GROWTH BOPIX BB&T Corporation Special Opportunities Fund Mutual Fund
LARGE VALUE BEGIX BB&T Corporation Equity Income I Fund Mutual Fund
MID-CAP VALUE OVEIX BB&T Corporation Mid Cap Value Fund Mutual Fund
LARGE BLEND BBISX BB&T Corporation Large Company Value Fund Mutual Fund
Small Growth BTVIX BB&T Corporation Small Cap Fund Mutual Fund
LARGE BLEND BCEQX BB&T Corporation Equity Index Fund Mutual Fund
LARGE BLEND BCACX BB&T Corporation Capital Manager Equity Fund Mutual Fund
LARGE BLEND BCMTX BB&T Corporation Capital Manager Growth Fund Mutual Fund
FIXED INCOME
SHORT GOVERNMENT BBSGX BB&T Corporation Short-term U.S. Government Income Fund Mutual Fund
Intermediate-Term Bond BIBTX BB&T Corporation Total Return Bond Fund Mutual Fund
Total Available Funds: 16
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
INTERNATIONAL EQUITY
Foreign Large Blend BBTIX BB&T Corporation International Equity Fund Mutual Fund 0% 3 60 0 NA 1.17%
Others
ROOT CASH Money market substitute 0% 1 60 0 NA 3.73%
ROOT OCAAX BB&T Corporation Mid Cap Growth Fund Mutual Fund 0% 3 60 0 NA NA
Moderate Allocation BCGTX BB&T Corporation Capital Manager Moderate Fund Mutual Fund 0% 3 60 0 0.79% 2.46%
Conservative Allocation BMGTX BB&T Corporation Capital Manager Conservative Fund Mutual Fund 0% 3 60 0 1.22% 3.89%
ROOT CASH BB&T Corporation U.S. Treasury Money Market Fund Mutual Fund 0% 3 60 0 NA 3.73%
US EQUITY
LARGE GROWTH BOPIX BB&T Corporation Special Opportunities Fund Mutual Fund 95% 3 60 0 1.14% 17.21%
LARGE VALUE BEGIX BB&T Corporation Equity Income I Fund Mutual Fund 92% 3 60 0 1.82% 9.35%
MID-CAP VALUE OVEIX BB&T Corporation Mid Cap Value Fund Mutual Fund 88% 3 60 0 0.94% 7.18%
LARGE BLEND BBISX BB&T Corporation Large Company Value Fund Mutual Fund 66% 3 60 0 1.03% 1.69%
Small Growth BTVIX BB&T Corporation Small Cap Fund Mutual Fund 0% 3 60 0 NA 0%
LARGE BLEND BCEQX BB&T Corporation Equity Index Fund Mutual Fund 0% 3 60 0 1.85% 0.48%
LARGE BLEND BCACX BB&T Corporation Capital Manager Equity Fund Mutual Fund 0% 3 60 0 2.25% 0.3%
LARGE BLEND BCMTX BB&T Corporation Capital Manager Growth Fund Mutual Fund 0% 3 60 0 0.84% 2.01%
FIXED INCOME
SHORT GOVERNMENT BBSGX BB&T Corporation Short-term U.S. Government Income Fund Mutual Fund 96% 3 60 0 1.43% 3.62%
Intermediate-Term Bond BIBTX BB&T Corporation Total Return Bond Fund Mutual Fund 91% 3 60 0 1.46% 3.49%
Average Expense Ratio: 1.34%
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Model Portfolios

Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:MSDXP)
The plan consists of 16 funds. It covers 3 major asset classes and 10 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.
(Ticker:MSDXP) has the "BB&T Corporation 401(k) Savings Plan".


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