Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Monday, December 21, 2009, 5:19AM ET - U.S. Markets open in 4 hours and 11 minutes. Dow Up 0.20% Nasdaq  0.00%
BB&T Mid Cap Value A (OVEAX)On Dec 18: 11.03  Up 0.03 (0.27%)  
MORE ON OVEAX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Nov-09Get Profile for:
BB&T Mid Cap Value A
BB&T FUNDS 434 Fayetteville Street Mall Raleigh,NC 27601
Map
Phone: 800-228-1872
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Mid-Cap Value
Fund Family:BB&T
Net Assets:10.63M
Year-to-Date Return:31.74%
Yield:0.21%
Morningstar Rating:3 stars
Fund Inception Date:01-Aug-96
MORNINGSTAR STYLE BOX 
Mid-Cap Value
[View Category Definition]
View Top Mid-Cap Value Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Timothy P. Beyer
Lead Manager since 31-Jul-05
Beyer is currently an executive director at Sterling Capital. He joined Sterling as a portfolio manager in 2004. From 2003 to 2004, Mr. Beyer was a portfolio manager at AIM Investments Inc. From 2000 to 2003, he was a portfolio manager at USAA Investment Management Co. From 2000-2002,Beyer worked at USAA managing the USAA Value Fund and USAA Balanced Fund. Beyer holds the Charted Financial Analyst designation.
INVESTMENT INFORMATION 
Min Initial Investment:$1,000
Min Initial Investment, IRA:NaN
Min Initial Investment, AIP:$25
Min Subsequent Investment:$0
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:$25
OVEAX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks long-term growth of capital. The fund invests at least 80% of net assets plus borrowings for investment purposes in the securities of middle-capitalization companies which are defined as companies with market capitalizations between $500 million and $20 billion at the time of purchase. It may engage in securities lending.
FUND OPERATIONS 
Last Dividend (31-Dec-08): 0.02
Last Cap Gain (12-Dec-07): 1.36
Annual Holdings Turnover 46.83%
Average for Category: 92.67%
FEES & EXPENSES 
ExpenseOVEAXCategory
Avg
Total Expense Ratio:% 1.36%
Max 12b1 Fee:% N/A
Max Front End Sales Load:5.75% 5.43%
Max Deferred Sales Load:% 2.43%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$693
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,074
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$2,080
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials