BB&T Small Cap C
434 Fayetteville Street Mall
Map
Phone: 800-228-1872
| Category: | Small Blend | | Fund Family: | BB&T | | Net Assets: | 10.00K | | Year-to-Date Return: | 5.64% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 19-May-03 |
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David P. Nolan
Lead Manager since
01-Feb-08 | | | 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: | 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 capital appreciation. The fund invests at least 80% of net assets plus borrowings for investment purposes in the common stocks of small companies with market capitalization less than $3 billion (at the time of purchase). It invests primarily in domestically traded U.S. common stocks and U.S. traded equity stocks of foreign companies whose capitalization is less than $3 billion and which the portfolio manager believes are undervalued and has a favorable outlook. The fund may engage in securities lending. |
| Last Dividend
(30-Nov-06):
| 0.06 | | Last Cap Gain
(12-Dec-07):
| 1.20 | | Annual Holdings Turnover
| 95.00% | | Average for Category:
| 95.63% |
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| Expense | BTVCX | Category
Avg | | Total Expense Ratio: | 2.16%
| 1.40% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | 1.00%
| 2.35% | | 3 Yr Expense Projection*: |
$ 717 | $614 | | 5 Yr Expense Projection*: |
$ 1,242 | $991 | | 10 Yr Expense Projection*: |
$ 2,681 | $1,998 |
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2.03% Nasdaq 
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