Mutual Funds

To ensure that our members and clients are able to diversify their portfolios among a variety of investment strategies, BBT offers five investment options that are currently using mutual funds (as opposed to separately managed funds). These investment options have not achieved BBT’s minimum threshold for separate management, and so they are invested in mutual funds selected by BBT. These funds are actively managed according to guidelines established by each mutual fund manager.

BBT funds invested in mutual funds may not be in strict compliance with BBT's socially responsible investment policies.

Click on the links below to read each fund's prospectus.

Treasury Inflation-Protected Securities Fund

•  Vanguard Inflation-Protected Securities Fund Admiral Shares, VAIPX

High Yield Bond Fund 

•  Principal High Yield Fund Institutional Class PHYTX

Public Real Estate Fund

•  Voya Global Real Estate Fund Class I R6, VGRQX

Emerging Markets Stock Fund 

•  DFA Emerging Markets Value Portfolio Class, DFEVX

Commodities-Based Fund 

•  PIMCO CommodityRealReturn Strategy Institutional Class, PCRIX

Bank Loans Fund

• Eaton Vance Floating-Rate Fund Class I, EIBLX

Global Aggregate Fixed Income Fund 

• Templeton Global Bond Fund Class R6 FBNRX

Multi-Strategy Hedge Fund 

• PIMCO All Asset All Authority Fund Institutional Class, PAUIX

Global Inflation Protection Fund 

• PIMCO All Asset Fund Institutional Class, PAAIX

Updated September 2016