BB&T Mid Cap Growth A 434 Fayetteville Street Mall Raleigh NC 27601 Columbus OH 43219
Phone: 800-228-1872
| Category: |
Mid-Cap Growth |
| Fund Family: |
BB&T |
| Net Assets: |
12.49M |
| Year-to-Date Return: |
33.70% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
31-Dec-93 |
|
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. |
| 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 |
|
|
|
| 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. |
| 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% |
|
| 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 |
|
|