BOPAX Rating, Research - BB&T Special Opportunities Equity A

BB&T Special Opportunities Equity A (bopax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 59

Threats + Weaknesses = 43

When strengths & opportunities substantially exceed threats & weaknesses an investment in the bopax mutual fund has great long term potential.

Fund Management Team

BB Funds

Fund Description Update

BB&T Special Opportunities Equity A (BOPAX) Description: BOPAX is a mutual fund, which is an investment that owns a basket of assets. The BOPAX mutual fund was provided by BB&T and this investment vehicle derives the majority of its value from equity holdings (stocks). BB&Ts mutual fund has a medium management tenure and is in the average fund size classification. BOPAXs minimum initial investment amount is $1000 while the IRA minimum is $1000. BOPAXs expense ratio is roughly 1%. The latest BOPAXs front end load was 6% and the back end load was 0%. The BB&T Special Opportunities Equity A (BOPAX) mutual fund falls under the large-cap growth category. BOPAX focuses its investments in USA and BOPAX is not affiliated with a particular industry or fund sector. The BB&T Special Opportunities Equity A (BOPAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find BOPAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of BOPAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation and current income. The fund normally invests at least 80% of assets in equity securities (see equity research) of large market capitalization U.S. companies. These companies generally have market capitalizations similar to the market capitalization of the companies in the Russell 1000 Index at the time of investment. This investment vehicles may include common stocks (see stock research), preferred stocks (see stock research), securities convertible into U.S. common stocks (see stock research), U.S. dollar-denominated ADRs, and U.S. dollar-denominated foreign stocks (see stock research) traded on U.S. exchanges.

Management Analysis Update

Performance Analysis Update