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Mutual Funds

Mutual funds are a great way to diversify your portfolio with affordable, convenient and professionally managed investments.

Opening a new account or rolling over an existing retirement account? A BB&T Investment Services, Inc. Investment Counselor can help you find the right mutual funds to meet your investing goals.

Mutual Fund Types

BB&T Investment Services, Inc. offers a wide range of mutual funds designed to help you meet your retirement goals and make the most of your investment funds.

Growth Mutual Funds

  • Portfolios hold common stocks to realize capital gains for shareholders.
  • These funds usually do not generate current income.
  • Often they are at the higher end of the risk spectrum, with the potential for greater appreciation (and greater loss) in share price.

Income Mutual Funds

  • Portfolios hold high yielding bonds and stocks to produce current income for investors.
  • These funds may be considered less risky than growth mutual funds.
  • The share price has historically been more stable as compared to growth mutual funds.
  • There is also less potential for significant share appreciation.

Tax-Advantaged Mutual Funds

  • Municipal bond funds are exempt from federal taxes and sometimes exempt from state and local taxes.
  • The objective of these funds is to produce regular tax-free income.
  • The share price has historically been more stable as compared to growth mutual funds.
  • These funds carry a low-to-moderate risk

Money Market Mutual Funds

  • Investments are held in short-term debt securities.
  • These funds are designed to preserve principal and generate current income at prevailing interest rates.
  • The share price usually does not fluctuate.

Fees

All mutual funds charge annual fees for portfolio management, advertising, distribution and other expenses. These fees are deducted from gross fund revenue. Some funds also carry sales charges called loads. All fees are outlined in the fund’s prospectus.

Providers

BB&T Investment Services, Inc. offers a wide range of mutual funds from recognized providers1 in the industry, including:

  • Allianz
  • Alliance Bernstein
  • American Funds
  • Black Rock
  • Eaton Vance
  • Federated
  • Fidelity
  • Franklin Templeton
  • The Hartford
  • Invesco
  • John Hancock
  • Lord Abbett
  • MFS
  • Nuveen
  • NYL Mainstay
  • Oppenheimer
  • Pacific Life
  • Pimco
  • Putnam
  • Sterling Capital
  • Transamerica

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