BB&T Mid Cap Growth I
434 Fayetteville Street Mall
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Phone: 800-228-1872
| Category: | Mid-Cap Growth | | Fund Family: | BB&T | | Net Assets: | 80.28M | | Year-to-Date Return: | 20.14% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-93 |
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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: | $1,500,000 | | 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 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 within the range of those companies in the Russell Midcap Growth index. It may engage in securities lending. |
| Last Dividend
(29-Dec-06):
| 0.02 | | Last Cap Gain
(11-Dec-08):
| 0.38 | | Annual Holdings Turnover
| 218.00% | | Average for Category:
| 125.67% |
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| Expense | OCAAX | Category
Avg | | Total Expense Ratio: | 1.02%
| 1.45% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ 324 | $714 | | 5 Yr Expense Projection*: |
$ 565 | $1,046 | | 10 Yr Expense Projection*: |
$ 1,256 | $2,067 |
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0.17% Nasdaq 0.00%
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