Nuveen Santa Barbara Fund Quote
| NSBAX Fund | USD 60.16 0.20 0.33% |
PerformanceVery Weak
| Odds Of DistressLow
|
Nuveen Santa is trading at 60.16 as of the 21st of March 2025; that is 0.33% down since the beginning of the trading day. The fund's open price was 60.36. Nuveen Santa has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. 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
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 | 31st of March 2025 |
| Expense Ratio Date | 30th of November 2022 |
| Fiscal Year End | July |
Nuveen Santa Barbara [NSBAX] is traded in USA and was established 21st of March 2025. 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 0.37% with the current yeild of 0.01%, while the total return for the last 3 years was 9.32%.
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
| JNJ | Johnson Johnson | Stock | Health Care | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| WFC | Wells Fargo | Stock | Financials | |
| PFE | Pfizer Inc | Stock | Health Care | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| AXP | American Express | Stock | Financials | |
| AVGO | Broadcom | Stock | Information Technology |
Nuveen Santa Barbara Risk Profiles
| Mean Deviation | 0.7565 | |||
| Standard Deviation | 1.03 | |||
| Variance | 1.05 | |||
| Risk Adjusted Performance | (0.12) |
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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