-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, My6JXZhgDvL8Z6lE5BPX2q10CpC5mrH+Jd85cI2kIVZE2bZRuHA3VXa5gpuVATHA 5JaSalNh+vgG53LT2l5guw== 0000950152-05-009728.txt : 20051205 0000950152-05-009728.hdr.sgml : 20051205 20051205155916 ACCESSION NUMBER: 0000950152-05-009728 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20051205 DATE AS OF CHANGE: 20051205 EFFECTIVENESS DATE: 20051205 FILER: COMPANY DATA: COMPANY CONFORMED NAME: STI CLASSIC FUNDS CENTRAL INDEX KEY: 0000883939 IRS NUMBER: 232678674 STATE OF INCORPORATION: MA FISCAL YEAR END: 0531 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-45671 FILM NUMBER: 051244258 BUSINESS ADDRESS: STREET 1: 2 OLIVER STREET CITY: BOSTON STATE: MA ZIP: 02109 BUSINESS PHONE: 6144708000 MAIL ADDRESS: STREET 1: 3435 STELZER RD. STREET 2: STE. 1000 CITY: COLUMBUS STATE: OH ZIP: 43219 497 1 l17315ae497.txt STI CLASSIC FUNDS FORM 497 STI CLASSIC FUNDS SUPPLEMENT DATED DECEMBER 5, 2005 TO THE PROSPECTUS DATED AUGUST 1, 2005 STI CLASSIC EQUITY FUNDS A SHARES AND C SHARES (FORMERLY L SHARES) THIS SUPPLEMENT SUPERCEDES ALL PRIOR SUPPLEMENTS 1. Effective December 1, 2005, Ms. Elizabeth G. Pola, CFA, co-manages the Capital Appreciation Fund and the Balanced Fund with Mr. Robert J. Rhodes. Ms. Pola has served as Executive Vice President and Director of Equity Research at Trusco since February 2000, and has worked at Trusco since 1983. She has more than 22 years of investment experience. 2. All references to the Russell 2000(R) Index as the benchmark of the Small Cap Growth Stock Fund are corrected to read "Russell 2000(R) Growth Index." The Russell 2000(R) Growth Index is a widely recognized, capitalization-weighted index that measures the performance of those Russell 2000 companies with higher price-to-book ratios and higher forecasted growth values. The Russell 2000(R) Index is a widely recognized, capitalization-weighted index that measures the performance of the 2,000 smallest companies in the Russell 3000(R) Index. The Russell 3000(R) Index is a widely recognized, capitalization-weighted index that measures the performance of the 3,000 largest U.S. companies based on total market capitalization. PLEASE RETAIN THIS SUPPLEMENT FOR FUTURE REFERENCE SP-ACE-1205 STI CLASSIC FUNDS SUPPLEMENT DATED DECEMBER 5, 2005 TO THE PROSPECTUS DATED AUGUST 1, 2005 STI CLASSIC FUNDS FOR THE SUNTRUST 401(K) PLAN THIS SUPPLEMENT SUPERCEDES ALL PRIOR SUPPLEMENTS 1. Effective December 1, 2005, Ms. Elizabeth G. Pola, CFA, co-manages the Capital Appreciation Fund and the Balanced Fund with Mr. Robert J. Rhodes. Ms. Pola has served as Executive Vice President and Director of Equity Research at Trusco since February 2000, and has worked at Trusco since 1983. She has more than 22 years of investment experience. 2. All references to the Russell 2000(R) Index as the benchmark of the Small Cap Growth Stock Fund are corrected to read "Russell 2000(R) Growth Index." The Russell 2000(R) Growth Index is a widely recognized, capitalization-weighted index that measures the performance of those Russell 2000 companies with higher price-to-book ratios and higher forecasted growth values. The Russell 2000(R) Index is a widely recognized, capitalization-weighted index that measures the performance of the 2,000 smallest companies in the Russell 3000(R) Index. The Russell 3000(R) Index is a widely recognized, capitalization-weighted index that measures the performance of the 3,000 largest U.S. companies based on total market capitalization. PLEASE RETAIN THIS SUPPLEMENT FOR FUTURE REFERENCE SP-SI401K-1205 STI CLASSIC FUNDS SUPPLEMENT DATED DECEMBER 5, 2005 TO THE PROSPECTUS DATED AUGUST 1, 2005 STI CLASSIC FUNDS FOR SUNTRUST RETIREMENT SERVICES CLIENTS THIS SUPPLEMENT SUPERCEDES ALL PRIOR SUPPLEMENTS 1. Effective December 1, 2005, Ms. Elizabeth G. Pola, CFA, co-manages the Capital Appreciation Fund and the Balanced Fund with Mr. Robert J. Rhodes. Ms. Pola has served as Executive Vice President and Director of Equity Research at Trusco since February 2000, and has worked at Trusco since 1983. She has more than 22 years of investment experience. 2. All references to the Russell 2000(R) Index as the benchmark of the Small Cap Growth Stock Fund are corrected to read "Russell 2000(R) Growth Index." The Russell 2000(R) Growth Index is a widely recognized, capitalization-weighted index that measures the performance of those Russell 2000 companies with higher price-to-book ratios and higher forecasted growth values. The Russell 2000(R) Index is a widely recognized, capitalization-weighted index that measures the performance of the 2,000 smallest companies in the Russell 3000(R) Index. The Russell 3000(R) Index is a widely recognized, capitalization-weighted index that measures the performance of the 3,000 largest U.S. companies based on total market capitalization. 3. Mr. Gregory L. Fraser has resigned as Co-Manager of the Life Vision Aggressive Growth Fund, Life Vision Conservative Fund, Life Vision Growth and Income Fund, Life Vision Moderate Growth Fund, Life Vision Target Date 2015 Fund, Life Vision Target Date 2025 Fund and Life Vision Target Date 2035 Fund, effective September 2, 2005. Information regarding Mr. Fraser is deleted from the Portfolio Manager section of the Prospectus. PLEASE RETAIN THIS SUPPLEMENT FOR FUTURE REFERENCE SP-IRS-1205 STI CLASSIC FUNDS SUPPLEMENT DATED DECEMBER 5, 2005 TO THE PROSPECTUS DATED AUGUST 1, 2005 STI CLASSIC EQUITY FUNDS I SHARES (FORMERLY T SHARES) THIS SUPPLEMENT SUPERCEDES ALL PRIOR SUPPLEMENTS 1. Effective December 1, 2005, Ms. Elizabeth G. Pola, CFA, co-manages the Capital Appreciation Fund and the Balanced Fund with Mr. Robert J. Rhodes. Ms. Pola has served as Executive Vice President and Director of Equity Research at Trusco since February 2000, and has worked at Trusco since 1983. She has more than 22 years of investment experience. 2. All references to the Russell 2000(R) Index as the benchmark of the Small Cap Growth Stock Fund are corrected to read "Russell 2000(R) Growth Index." The Russell 2000(R) Growth Index is a widely recognized, capitalization-weighted index that measures the performance of those Russell 2000 companies with higher price-to-book ratios and higher forecasted growth values. The Russell 2000(R) Index is a widely recognized, capitalization-weighted index that measures the performance of the 2,000 smallest companies in the Russell 3000(R) Index. The Russell 3000(R) Index is a widely recognized, capitalization-weighted index that measures the performance of the 3,000 largest U.S. companies based on total market capitalization. 3. Mr. Gregory L. Fraser has resigned as Co-Manager of the Life Vision Aggressive Growth Fund, Life Vision Conservative Fund, Life Vision Growth and Income Fund, Life Vision Moderate Growth Fund, Life Vision Target Date 2015 Fund, Life Vision Target Date 2025 Fund and Life Vision Target Date 2035 Fund, effective September 2, 2005. All information regarding Mr. Fraser is deleted from the Portfolio Manager section of the Prospectus. PLEASE RETAIN THIS SUPPLEMENT FOR FUTURE REFERENCE SP-IE-1205 STI CLASSIC FUNDS SUPPLEMENT DATED DECEMBER 5, 2005 TO THE PROSPECTUS DATED AUGUST 1, 2005 STI CLASSIC EQUITY FUNDS I SHARES (FORMERLY T SHARES) THIS SUPPLEMENT SUPERCEDES ALL PRIOR SUPPLEMENTS 1. Effective December 1, 2005, Ms. Elizabeth G. Pola, CFA, co-manages the Capital Appreciation Fund with Mr. Robert J. Rhodes. Ms. Pola has served as Executive Vice President and Director of Equity Research at Trusco since February 2000, and has worked at Trusco since 1983. She has more than 22 years of investment experience. 2. All references to the Russell 2000(R) Index as the benchmark of the Small Cap Growth Stock Fund are corrected to read "Russell 2000(R) Growth Index." The Russell 2000(R) Growth Index is a widely recognized, capitalization-weighted index that measures the performance of those Russell 2000 companies with higher price-to-book ratios and higher forecasted growth values. The Russell 2000(R) Index is a widely recognized, capitalization-weighted index that measures the performance of the 2,000 smallest companies in the Russell 3000(R) Index. The Russell 3000(R) Index is a widely recognized, capitalization-weighted index that measures the performance of the 3,000 largest U.S. companies based on total market capitalization. PLEASE RETAIN THIS SUPPLEMENT FOR FUTURE REFERENCE SP-ICA-1205 STI CLASSIC FUNDS SUPPLEMENT DATED DECEMBER 5, 2005 TO THE STATEMENT OF ADDITIONAL INFORMATION DATED AUGUST 1, 2005 THIS SUPPLEMENT SUPERCEDES ALL PRIOR SUPPLEMENTS 1. Effective December 1, 2005, Ms. Elizabeth G. Pola, CFA, co-manages the Capital Appreciation Fund and Balanced Fund with Mr. Robert J. Rhodes. The Statement of Additional Information is revised to add information about Ms. Pola and to revise information about Mr. Rhodes as indicated below. The following is added under Management of Other Accounts on page 44:
- --------------------------------------------------------------------------------------------------------------------------- NAME OF PORTFOLIO MANAGER/ NUMBER OF OTHER ACCOUNTS MANAGED/ OTHER ACCOUNTS WITH NAME OF FUND(S) TOTAL ASSETS IN ACCOUNTS ($) PERFORMANCE-BASED FEES - --------------------------------------------------------------------------------------------------------------------------- REGISTERED OTHER POOLED INVESTMENT INVESTMENT OTHER NUMBER TOTAL COMPANIES VEHICLES ACCOUNTS & CATEGORY ASSETS ($) - --------------------------------------------------------------------------------------------------------------------------- Elizabeth G. Pola/ Balanced Fund 1/ 3/ 25/ None None and Capital Appreciation Fund* 48.18 million 288.1 million 882 million - --------------------------------------------------------------------------------------------------------------------------- Robert Rhodes/ Balanced Fund and 1/ 3/ 6/ 1/ 45.35 million Capital Appreciation Fund* 48.18 million 288.1 million 854.3 million Other Account - ---------------------------------------------------------------------------------------------------------------------------
* Information as of November 21, 2005 The following is added under Securities Ownership of Portfolio Managers on page 51:
- ---------------------------------------------------------------------------------------------------------- RANGE OF NAME OF PORTFOLIO MANAGER NAME OF FUND(S) MANAGED SECURITIES OWNED - ---------------------------------------------------------------------------------------------------------- Elizabeth G. Pola Balanced Fund None - ---------------------------------------------------------------------------------------------------------- Capital Appreciation Fund $100,001-$500,000 - ---------------------------------------------------------------------------------------------------------- Robert J. Rhodes Balanced Fund None - ---------------------------------------------------------------------------------------------------------- Capital Appreciation Fund $100,001-$500,000 - ----------------------------------------------------------------------------------------------------------
2. Effective as of the close of business on October 31, 2005, the STI Classic Institutional Short-Term Bond Fund (the "Fund") reorganized into class I Shares of the STI Classic Short-Term Bond Fund. Therefore all references to the Fund are deleted from the Statement of Additional Information. 3. Effective September 2, 2005, Mr. Gregory L. Fraser has resigned as Co-Manager of the Life Vision Aggressive Growth Fund, Life Vision Conservative Fund, Life Vision Growth and Income Fund, Life Vision Moderate Growth Fund, Life Vision Target Date 2015 Fund, Life Vision Target Date 2025 Fund and Life Vision Target Date 2035 Fund. Therefore all information regarding Mr. Fraser is deleted from the Statement of Additional Information. PLEASE RETAIN THIS SUPPLEMENT FOR FUTURE REFERENCE STI-SP-SAI-1205 -----END PRIVACY-ENHANCED MESSAGE-----