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Mutual Fund Insights: BB&T VA Intermediate Tax-Free A Fund (BVAAX)

In-depth Analysis of BB&T VA Intermediate Tax-Free A Fund (BVAAX)

Mutual fund chart: BB&T VA Intermediate Tax-Free A Fund (BVAAX)

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See BB&T VA Intermediate Tax-Free A Fund (BVAAX) performance details as of February 28, 2010

Last Trade: $11.93 on 3/19/2010, Change: 0.00 (0%)

Fund Manager - Robert F. Millikan

Fund Manager Tenure: 10.1 years [Similar Funds: BVATX ]
Fundmojo Fund Grade: A (Score: 0.74) (What does this score mean?)

Robert F. Millikan is a senior vice president and director of fixed income management with the Adviser. Robert F. Millikan has been with the Adviser and its predecessors since February 2000. From July 1990 to February 2000, Robert F. Millikan was an investment officer with First Citizens Bank. Robert F. Millikan holds the Chartered Financial Analyst designation. Get more insights on Robert F. Millikan

What we like about BB&T VA Intermediate Tax-Free A Fund (BVAAX)

Data for BB&T VA Intermediate Tax-Free A Fund (BVAAX) as of February 28, 2010

BB&T VA Intermediate Tax-Free A Fund (BVAAX) management has been with BB&T VA Intermediate Tax-Free A Fund for 10.1 years
BB&T VA Intermediate Tax-Free A Fund (BVAAX) has good mid-term performance (3-year return 5.55% vs 3.70 % Muni Single State Interm category average)
BB&T VA Intermediate Tax-Free A Fund (BVAAX) has good Long-term performance (5-year return 4.19% vs 3.50 % Muni Single State Interm category average)
BB&T VA Intermediate Tax-Free A Fund (BVAAX) ratio of up-years vs down years is greater than 2
BB&T VA Intermediate Tax-Free A Fund (BVAAX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.75, lower than category average of 5.56

What we are cautious about BB&T VA Intermediate Tax-Free A Fund (BVAAX)

Data for BB&T VA Intermediate Tax-Free A Fund (BVAAX) as of February 28, 2010

BB&T VA Intermediate Tax-Free A Fund (BVAAX) has a less-than-ideal short-term performance (1-year return 4.37% vs 8.37 % Muni Single State Interm category average)
BB&T VA Intermediate Tax-Free A Fund (BVAAX) has a Morningstar rating of 3 and below
BB&T VA Intermediate Tax-Free A Fund (BVAAX) has an annual stock turnover rate of 35.90% that is higher than the Muni Single State Interm average of 22.23%. This could mean BB&T VA Intermediate Tax-Free A is more nimble, but also signal potential high tax impact and high trading fees
BB&T VA Intermediate Tax-Free A Fund (BVAAX) has a higher management fee of 0.95% than its Muni Single State Interm average of 0.93%
BB&T VA Intermediate Tax-Free A Fund (BVAAX) carries a 3% load

See BB&T VA Intermediate Tax-Free A Fund (BVAAX) performance details as of February 28, 2010

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BB&T VA Intermediate Tax-Free A Fund (BVAAX) Net Asset

Track net asset change of BB&T VA Intermediate Tax-Free A fund (BVAAX)

Date	Net Asset
02/2010	$25.37M
01/2010	$25.37M
11/2009	$22.48M

More historic net asset information on BB&T VA Intermediate Tax-Free A Fund (BVAAX)

BB&T VA Intermediate Tax-Free A Fund (BVAAX) Portfolio Allocation

Track portfolio allocation change of BB&T VA Intermediate Tax-Free A fund (BVAAX)

Date	Cash	Stock	Bond	Other
10/2009	7.44%	0%	92.56%	0%
09/2009	6.16%	0%	93.84%	0%
08/2009	9.47%	0%	90.53%	0%

Click here to see more historic asset allocation information on BB&T VA Intermediate Tax-Free A Fund (BVAAX)

Most Recent Top 10 Holdings in BB&T VA Intermediate Tax-Free A Fund (BVAAX)

Discover what BB&T VA Intermediate Tax-Free A Fund (BVAAX) manager is buying

31-Oct-09

Spotsylvania Cnty Va Ref G.O. 5.5% [3.57%]
Suffolk Va Go Ref Bd 5% [3.02%]
Federated Muni VA Muni Cash Instl [2.99%]
Chesterfield Cnty Va Go Pub Im 5% [2.87%]
New Riv Vy Regl Jail Auth 4% [2.75%]
Tobacco Settlement Fing Corp V Tob 5.5% [2.63%]
Virginia St Pub Bldg Auth 5% [2.62%]
Virginia Beach Va Go Pub Im 5% [2.46%]
Virginia College Bldg Auth 5.25% [2.45%]
Chesapeake Va Econ Dev Aut Economic 3.6% [2.35%]

30-Sep-09

Spotsylvania Cnty Va Ref G.O. 5.5% [3.62%]
Suffolk Va Go Ref Bd 5% [3.14%]
Chesterfield Cnty Va Go Pub Im 5% [2.93%]
New Riv Vy Regl Jail Auth 4% [2.78%]
Tobacco Settlement Fing Corp V Tob 5.5% [2.7%]
Virginia St Pub Bldg Auth 5% [2.66%]
Virginia Beach Va Go Pub Im 5% [2.58%]
Virginia College Bldg Auth 5.25% [2.48%]
Chesapeake Va Econ Dev Aut Economic 3.6% [2.37%]
York Cnty Va Econ Dev Auth 4.05% [2.3%]

31-Aug-09

BB&T US Treasury Money Market I [4.92%]
Spotsylvania Cnty Va Ref G.O. 5.5% [3.64%]
Suffolk Va Go Ref Bd 5% [3.11%]
Chesterfield Cnty Va Go Pub Im 5% [2.93%]
New Riv Vy Regl Jail Auth 4% [2.8%]
Tobacco Settlement Fing Corp V Tob 5.5% [2.7%]
Virginia St Pub Bldg Auth 5% [2.68%]
Virginia Beach Va Go Pub Im 5% [2.51%]
Virginia College Bldg Auth 5.25% [2.49%]
Chesapeake Va Econ Dev Aut Economic 3.6% [2.36%]

Click here for Stock Holding Change Map in BB&T VA Intermediate Tax-Free A Fund (BVAAX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.