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Fund Intelligence | Best Managers | OVEAX Insights | OVEAX Score | OVEAX Performance | OVEAX Manager | OVEAX News | OVEAX Allocation | OVEAX Holdings Change

Mutual Fund Insights: BB&T Mid Cap Value A Fund (OVEAX)

In-depth Analysis of BB&T Mid Cap Value A Fund (OVEAX)

Mutual fund chart: BB&T Mid Cap Value A Fund (OVEAX)

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See BB&T Mid Cap Value A Fund (OVEAX) performance details as of January 31, 2010

  

    Last Trade: $12.11 on 3/19/2010, Change: -0.06 (-0.49%)
Experiment our closing price forecasting tool for BB&T Mid Cap Value A Fund (OVEAX) (alpha release)

  

Fund Manager - Timothy P. Beyer

Fund Manager Tenure: 4.6 years   [Similar Funds: OVEBX  OVECX  OVEIX ]
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)
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.  Get more insights on Timothy P. Beyer

  

What we like about BB&T Mid Cap Value A Fund (OVEAX) What we like about BB&T Mid Cap Value A Fund (OVEAX)

Data for BB&T Mid Cap Value A Fund (OVEAX) as of January 31, 2010

  • BB&T Mid Cap Value A Fund (OVEAX) management has been with BB&T Mid Cap Value A Fund for 4.6 years
  • BB&T Mid Cap Value A Fund (OVEAX) has good short-term performance (1-year return 50.99% vs 43.98% Mid-Cap Value category average)
  • BB&T Mid Cap Value A Fund (OVEAX) has good mid-term performance (3-year return -4.48% vs -6.98% Mid-Cap Value category average)
  • BB&T Mid Cap Value A Fund (OVEAX) has good Long-term performance (5-year return 3.92% vs 1.33% Mid-Cap Value category average)
  • BB&T Mid Cap Value A Fund (OVEAX) has an annual stock turnover rate of 46.83% vs Mid-Cap Value average of 107.20%. It is good that BB&T Mid Cap Value A management does not trade extensively for its return.
  • BB&T Mid Cap Value A Fund (OVEAX) is less volatile than its peers as it has a 3-year Standard Deviation of 24.08, lower than category average of 24.2
  • BB&T Mid Cap Value A Fund (OVEAX) has a lower management fee than its Mid-Cap Value average: 1.20% vs 1.37%

  

What we are cautious about BB&T Mid Cap Value A Fund (OVEAX) What we are cautious about BB&T Mid Cap Value A Fund (OVEAX)

Data for BB&T Mid Cap Value A Fund (OVEAX) as of January 31, 2010

  • BB&T Mid Cap Value A Fund is a focused fund with 37.36% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • BB&T Mid Cap Value A Fund (OVEAX) ratio of up-years vs down years can be improved
  • BB&T Mid Cap Value A Fund (OVEAX) has a Morningstar rating of 3 and below
  • BB&T Mid Cap Value A Fund (OVEAX) carries a 5.75% load
See BB&T Mid Cap Value A Fund (OVEAX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Value category?

Below are some additional Mid-Cap Value mutual funds generated out of our database

  

BB&T Mid Cap Value A Fund (OVEAX) Net Asset

Track net asset change of BB&T Mid Cap Value A fund (OVEAX)

DateNet Asset
01/2010$11.11M
11/2009$10.63M
10/2009$10.06M
More historic net asset information on BB&T Mid Cap Value A Fund (OVEAX)

  

BB&T Mid Cap Value A Fund (OVEAX) Portfolio Allocation

Track portfolio allocation change of BB&T Mid Cap Value A fund (OVEAX)

DateCashStockBondOther
10/20090.66%99.35%0%0%
09/20092.37%97.64%0%0%
08/20092.49%97.51%0%0%
Click here to see more historic asset allocation information on BB&T Mid Cap Value A Fund (OVEAX)

  

Most Recent Top 10 Holdings in BB&T Mid Cap Value A Fund (OVEAX)

Discover what BB&T Mid Cap Value A Fund (OVEAX) manager is buying

31-Oct-09
CA Inc. [4.69%]
eBay Inc. [4.37%]
AFFILIATED COMP SVCS [4.1%]
GEN DYNAMICS CP [3.92%]
Viacom, Inc. B [3.84%]
COVIDIEN PLC [3.71%]
ENDURANCE SPLTY HLD [3.66%]
WILLIS GROUP HOLDING [3.49%]
FIDELITY NAT INF SVC [3.25%]
LEUCADIA NATL CP [3.24%]

30-Sep-09
eBay Inc. [4.32%]
CA Inc. [4.07%]
AFFILIATED COMP SVCS [3.97%]
GEN DYNAMICS CP [3.76%]
INTERPUBLIC GROUP [3.71%]
Viacom, Inc. B [3.65%]
FIDELITY NAT INF SVC [3.55%]
COVIDIEN PLC [3.55%]
VALSPAR CORP [3.46%]
ENDURANCE SPLTY HLD [3.45%]

31-Aug-09
CA Inc. [4.48%]
eBay Inc. [4.4%]
ENDURANCE SPLTY HLD [4.25%]
GEN DYNAMICS CP [3.74%]
FIDELITY NAT INF SVC [3.71%]
VALSPAR CORP [3.66%]
Viacom, Inc. B [3.54%]
COVIDIEN PLC [3.52%]
LEUCADIA NATL CP [3.37%]
INTERPUBLIC GROUP [3.37%]
Click here for Stock Holding Change Map in BB&T Mid Cap Value A Fund (OVEAX)

  

Related books and products to BB&T Mid Cap Value A Fund (OVEAX)

  

Latest News on BB&T Mid Cap Value A (OVEAX)

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