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Barclays


The BB&T Equity Index Fund is managed by Barclays Global Investors, adviser to the Fund. An indexing pioneer, Barclays introduced the world’s first index fund in 1973, and is the mutual fund industry’s largest manager of index fund assets. Barclays Global Investors LifePath 2040 Fund seeks a total return for investors who would be retiring in approximately the year 2040. The fund uses an asset allocation approach; a neutral mix would be 100% equities. The allocation changes, becoming more conservative, as the fund nears its maturation. The fund allocates assets among securities contained in various domestic and foreign indexes; it may invest up to 20% of assets in securities traded in foreign markets.
 
Barclays Global Investors LP 2030 as the name suggests seeks a total return for investors retiring in approximately the year 2030. The fund uses an asset allocation approach; a neutral mix would be 70% equities and 30% debt securities. The allocation changes, becoming more conservative, as the fund nears its maturation. The fund allocates assets among securities contained in various domestic and foreign indexes; it may invest up to 20% of assets in securities traded in foreign markets.
 
The other funds are; Barclays Global Investors LifePath 2020 Fund seeks total return for investors retiring in approximately the year 2020; Barclays Global Investors LP 2010 I seek a total return for investors retiring in approximately the year 2010.
 
Barclays Global Investors S&P 500 St Investment seeks to replicate the total return performance of the S&P 500 Index. The fund normally invests at least 90% of assets in stocks of companies listed on the S&P 500 Index. It attempts to achieve a correlation of 0.95 with the index. The fund may invest the balance of assets in high-quality money market instruments, including U.S. government debt. The fund must have at least $30 million in assets to implement its strategy. Barclays Global Investors LP Retirement Fund seeks income and moderate long-term growth of capital. The fund allocates assets among equities, debt securities, and cash. The allocation changes, becoming more conservative, as the fund nears its maturation.

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