BB&T Mid Cap Value I
434 Fayetteville Street Mall
Map
Phone: 800-228-1872
| Category: | Mid-Cap Value | | Fund Family: | BB&T | | Net Assets: | 189.95M | | Year-to-Date Return: | 25.06% | | Yield: | 0.29% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Aug-96 |
|
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: | $1,500,000 | | 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 |
|
| |
| 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):
| 0.03 | | Last Cap Gain
(12-Dec-07):
| 1.36 | | Annual Holdings Turnover
| 66.00% | | Average for Category:
| 91.15% |
|
| Expense | OVEIX | Category
Avg | | Total Expense Ratio: | 0.96%
| 1.36% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.49% | | 3 Yr Expense Projection*: |
$ 311 | $661 | | 5 Yr Expense Projection*: |
$ 543 | $1,033 | | 10 Yr Expense Projection*: |
$ 1,209 | $2,042 |
|
|
0.34% Nasdaq 0.00%
Profile
