BB&T Small Cap Instl
BB&T Funds 434 Fayetteville Street Mall Raleigh, NC 27601
Map
Phone: 800-228-1872
| Category: | Small Growth | | Fund Family: | BB&T | | Net Assets: | 22.34M | | Year-to-Date Return: | 1.50% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 19-May-03 |
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Jeffrey Schappe
Lead Manager since
30-Nov-09 | | | Schappe is a portfolio manager of the company. Schappe holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,500,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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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
(29-Jun-07):
| 0.00 | | Last Cap Gain
(12-Dec-07):
| 1.20 | | Annual Holdings Turnover
| 137.20% | | Average for Category:
| 133.38% |
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| Expense | BTVIX | Category
Avg | | Total Expense Ratio: | %
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $692 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,096 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,202 |
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0.11% Nasdaq 
0.01%
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