BB&T Small Cap Instl
434 Fayetteville Street Mall Raleigh NC 27601 Columbus OH 43219
Map
Phone: 800-228-1872
| Category: | Small Value | | Fund Family: | BB&T | | Net Assets: | 38.84M | | Year-to-Date Return: | -5.88% | | 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: | $1,500,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation. The fund 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 have a favorable outlook. |
| Last Dividend
(29-Jun-07):
| 0.00 | | Last Cap Gain
(12-Dec-07):
| 1.20 | | Annual Holdings Turnover
| 47.00% | | Average for Category:
| 82.04% |
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| Expense | BTVIX | Category
Avg | | Total Expense Ratio: | 1.06%
| 1.51% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.40% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$371 | $708 | | 5 Yr Expense Projection*: |
$656 | $1,081 | | 10 Yr Expense Projection*: |
$1,471 | $2,095 |
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1.47% Nasdaq 
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