Nuveen Santa Barbara Fund Quote
| NSBAX Fund | USD 67.12 0.22 0.33% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Nuveen Santa is trading at 67.12 as of the 2nd of December 2024; that is 0.33% up since the beginning of the trading day. The fund's open price was 66.9. Nuveen Santa has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Nuveen Santa Barbara are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of November 2024 and ending today, the 2nd of December 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in dividend-paying common stocks and preferred securities. It may, from time to time, have a greater exposure to these higher dividend-yield sectors and industries than the broad equity market. More on Nuveen Santa Barbara
Moving together with Nuveen Mutual Fund
| 0.76 | EMGRX | Nuveen Small Cap | PairCorr |
| 0.65 | NPSAX | Nuveen Preferred Sec | PairCorr |
| 0.66 | NPSFX | Nuveen Preferred Sec | PairCorr |
| 0.61 | NPSCX | Nuveen Preferred Sec | PairCorr |
Moving against Nuveen Mutual Fund
Nuveen Mutual Fund Highlights
| Fund Concentration | Nuveen Funds, Large Value Funds, Large Blend Funds, Large Blend, Nuveen, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of November 2022 |
| Fiscal Year End | July |
Nuveen Santa Barbara [NSBAX] is traded in USA and was established 2nd of December 2024. Nuveen Santa is listed under Nuveen category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Nuveen family. This fund now has accumulated 5.96 B in assets with no minimum investment requirementsNuveen Santa Barbara is currently producing year-to-date (YTD) return of 20.6% with the current yeild of 0.01%, while the total return for the last 3 years was 9.31%.
Check Nuveen Santa Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Nuveen Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Nuveen Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Nuveen Santa Barbara Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Nuveen Santa Barbara Mutual Fund Constituents
| CMCSA | Comcast Corp | Stock | Communication Services | |
| T | ATT Inc | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology | |
| PFE | Pfizer Inc | Stock | Health Care | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| FIS | Fidelity National Information | Stock | Financials | |
| PSX | Phillips 66 | Stock | Energy | |
| MDT | Medtronic PLC | Stock | Health Care |
Nuveen Santa Barbara Risk Profiles
| Mean Deviation | 0.4755 | |||
| Semi Deviation | 0.4717 | |||
| Standard Deviation | 0.5893 | |||
| Variance | 0.3473 |
Nuveen Santa Against Markets
Other Information on Investing in Nuveen Mutual Fund
Nuveen Santa financial ratios help investors to determine whether Nuveen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Nuveen with respect to the benefits of owning Nuveen Santa security.
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