BB&T Mid Cap Value B BB&T FUNDS 434 Fayetteville Street Mall Raleigh,NC 27601 Map
Phone: 800-228-1872
| Category: | Mid-Cap Value | | Fund Family: | BB&T | | Net Assets: | 3.36M | | Year-to-Date Return: | 30.92% | | Yield: | 0.07% | | Morningstar Rating: |  | | Fund Inception Date: | 25-Jul-01 |
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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. |
| 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 |
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| 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. |
| Last Dividend
(31-Dec-08):
| 0.01 | | Last Cap Gain
(12-Dec-07):
| 1.36 | | Annual Holdings Turnover
| 46.83% | | Average for Category:
| 92.67% |
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| Expense | OVEBX | Category Avg | | Total Expense Ratio: | %
| 1.36% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | 5.00%
| 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 |
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