NSBAX Rating, Research - Nuveen Santa Barbara Dividend Growth A

Nuveen Santa Barbara Dividend Growth A (nsbax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 94

Threats + Weaknesses = 70

When strengths & opportunities substantially exceed threats & weaknesses an investment in the nsbax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Nuveen Santa Barbara Dividend Growth A (NSBAX) Description: NSBAX is a mutual fund, which is an investment that owns a basket of assets. The NSBAX mutual fund was provided by Nuveen and this investment vehicle derives the majority of its value from equity holdings (stocks). Nuveens mutual fund has a medium management tenure and is in the small fund size classification. NSBAXs minimum initial investment amount is $3000 while the IRA minimum is $1000. NSBAXs expense ratio is roughly 1%. The latest NSBAXs front end load was 6% and the back end load was 0%. The Nuveen Santa Barbara Dividend Growth A (NSBAX) mutual fund falls under the large-cap mixed category. NSBAX focuses its investments in USA and NSBAX is not affiliated with a particular industry or fund sector. The Nuveen Santa Barbara Dividend Growth A (NSBAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NSBAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NSBAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks total return which exceeds that of the S&P 500. The fund seeks to exceed the total return of the S&P 500 Index by investing under normal circumstances in S&P 500 derivatives, backed by a portfolio of Fixed-Income Instruments. It may invest all of its assets in a "basket" of S&P 500 Index stocks (see stock research). The fund may invest up to 10% of total assets in high-yield securities (junk bonds). It also may invest in exchange traded funds based on the S&P 500 Index, such as Standard & Poors Depositary Receipts.

Management Analysis Update

Performance Analysis Update