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BB&T Mid Cap Growth A (OVCBX)

On Jan 22: 8.17 USD  Down 0.15 (1.80%)  
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Profile  As of 31-Dec-07 Get Profile for:
BB&T Mid Cap Growth A
434 Fayetteville Street Mall Raleigh NC 27601 Columbus OH 43219
Phone: 800-228-1872
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FUND OVERVIEW
Category: Mid-Cap Growth
Fund Family: BB&T
Net Assets: 12.49M
Year-to-Date Return: 33.70%
Yield: 0.00%
Morningstar Rating: 4 stars
Fund Inception Date: 31-Dec-93
MORNINGSTAR STYLE BOX
Mid-Cap Growth
[View Category Definition]
View Top Mid-Cap Growth Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION
David P. Nolan
Lead Manager since 31-Dec-93
Nolan is a senior vice president and portfolio manager with the BB&T Asset Management, Inc. He has been with BB&T Asset Management, Inc. and its predecessor since 1985.Nolan managed the OVB Capital Appreciation Fund (predecessor to the BB&T Mid Cap Growth Fund) since December 1993. Nolan holds the Chartered Financial Analyst designation.
INVESTMENT INFORMATION
Min Initial Investment: $1,000
Min Initial Investment, IRA: $1,000
Min Initial Investment, AIP: $25
Min Subsequent Investment: $0
Min Subsequent Investment, IRA: $0
Min Subsequent Investment, AIP: $25
OVCBX can be purchased from 23 brokerages.
FUND SUMMARY
The investment seeks long-term growth of capital. The fund normally invests at least 80% of net assets plus borrowings for investment purposes in the securities of middle capitalization companies, as well as ADRs, with market capitalizations within the range of those companies in the Russell Midcap index. In selecting investments, the management considers growth factors such as a company's new products, changes in management, and business restructurings. It may not invest up to 25% value of asset in foreign securities.
FUND OPERATIONS
Last Dividend (29-Dec-06): 0.01
Last Cap Gain (12-Dec-07): 1.03
Annual Holdings Turnover 135.00%
Average for Category: 114.05%
FEES & EXPENSES
Expense OVCBX Category
Avg
Total Expense Ratio: 1.17% 1.51%
Max 12b1 Fee: 0.25% N/A
Max Front End Sales Load: 5.75% 5.20%
Max Deferred Sales Load: 0.00% 2.69%
3 Yr Expense Projection*: $927 $697
5 Yr Expense Projection*: $1,188 $1,089
10 Yr Expense Projection*: $1,932 $2,172
* Per $10,000 invested


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