Nuveen Santa Barbara Fund Quote
| NSBFX Fund | USD 63.50 0.78 1.24% |
PerformanceVery Weak
| Odds Of DistressLow
|
Nuveen Santa is trading at 63.50 as of the 1st of March 2025; that is 1.24% up since the beginning of the trading day. The fund's open price was 62.72. Nuveen Santa has about a 23 % 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 30th of January 2025 and ending today, the 1st 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 December 2024 |
Nuveen Santa Barbara [NSBFX] is traded in USA and was established 1st 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 3.32 B in assets with no minimum investment requirementsNuveen Santa Barbara is currently producing year-to-date (YTD) return of 2.22% with the current yeild of 0.01%, while the total return for the last 3 years was 10.45%.
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
| UNP | Union Pacific | Stock | Industrials | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| PX | P10 Inc | Stock | Financials | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| NEE | Nextera Energy | Stock | Utilities |
Nuveen Santa Top Holders
| TCTIX | Tiaa Cref Lifecycle 2010 | Mutual Fund | Target-Date 2000-2010 | |
| TTRPX | Tiaa Cref Lifecycle 2055 | Mutual Fund | Target-Date 2055 | |
| TCWHX | Tiaa Cref Lifecycle 2020 | Mutual Fund | Target-Date 2020 | |
| TIMIX | Tiaa Cref Managed Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| TCFPX | Tiaa Cref Lifecycle 2015 | Mutual Fund | Target-Date 2015 | |
| TCRIX | Tiaa Cref Lifecycle 2030 | Mutual Fund | Target-Date 2030 | |
| TSCTX | Tiaa Cref Lifestyle Servative | Mutual Fund | Allocation--30% to 50% Equity | |
| TCHHX | Tiaa Cref Lifecycle 2030 | Mutual Fund | Target-Date 2030 |
Nuveen Santa Barbara Risk Profiles
| Mean Deviation | 0.5917 | |||
| Standard Deviation | 0.902 | |||
| Variance | 0.8136 | |||
| Risk Adjusted Performance | (0.05) |
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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