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Mutual Fund Insights: Nuveen Santa Barbara Growth R3 Fund (NBGRX)

In-depth Analysis of Nuveen Santa Barbara Growth R3 Fund (NBGRX)

Mutual fund chart: Nuveen Santa Barbara Growth R3 Fund (NBGRX)

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See Nuveen Santa Barbara Growth R3 Fund (NBGRX) performance details as of January 31, 2010

  

    Last Trade: $18.00 on 3/18/2010, Change: +0.04 (0.22%)
Experiment our closing price forecasting tool for Nuveen Santa Barbara Growth R3 Fund (NBGRX) (alpha release)

  

Fund Manager - Britton C Smith

Fund Manager Tenure: 4.0 years
Fundmojo Fund Grade: D (Score: 0.42)     (What does this score mean?)
Smith joined SBAM in 2001. Prior to SBAM, Smith was a senior research analyst with Peritus Asset Management. He also worked as a project scientist for Larry Walker Associates and as a research assistant at the University of California Toxic Substances Research and Teaching Program. Smith holds the Chartered Financial Analyst designation.  Get more insights on Britton C Smith

  

What we like about Nuveen Santa Barbara Growth R3 Fund (NBGRX) What we like about Nuveen Santa Barbara Growth R3 Fund (NBGRX)

Data for Nuveen Santa Barbara Growth R3 Fund (NBGRX) as of January 31, 2010

  • Nuveen Santa Barbara Growth R3 Fund (NBGRX) management has been with Nuveen Santa Barbara Growth R3 Fund for 4.0 years
  • Nuveen Santa Barbara Growth R3 Fund (NBGRX) has an annual stock turnover rate of 24.00% vs Large Growth average of 109.93%. It is good that Nuveen Santa Barbara Growth R3 management does not trade extensively for its return.
  • Nuveen Santa Barbara Growth R3 Fund (NBGRX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.9, lower than category average of 21.28

  

What we are cautious about Nuveen Santa Barbara Growth R3 Fund (NBGRX) What we are cautious about Nuveen Santa Barbara Growth R3 Fund (NBGRX)

Data for Nuveen Santa Barbara Growth R3 Fund (NBGRX) as of January 31, 2010

  • Nuveen Santa Barbara Growth R3 Fund (NBGRX) has a less-than-ideal short-term performance (1-year return 22.38% vs 35.76% Large Growth category average)
  • Nuveen Santa Barbara Growth R3 Fund (NBGRX) has a less-than-ideal mid-term performance (3-year return -6.99% vs -5.20% Large Growth category average)
  • Nuveen Santa Barbara Growth R3 Fund (NBGRX) has a Morningstar rating of 3 and below
  • Nuveen Santa Barbara Growth R3 Fund (NBGRX) is less safe compared to its Large Growth peers
  • Nuveen Santa Barbara Growth R3 Fund (NBGRX) does not have a good risk adjusted return as its 3-year Alpha of -1.08 is worse than category average of 2.46, and its 3-year Sharpe ratio is -0.42
  • Nuveen Santa Barbara Growth R3 Fund (NBGRX) has a higher management fee of 1.65% than its Large Growth average of 1.33%
  • Even though Nuveen Santa Barbara Growth R3 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Nuveen Santa Barbara Growth R3 Fund (NBGRX) performance details as of January 31, 2010

  

  

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Nuveen Santa Barbara Growth R3 Fund (NBGRX) Net Asset

Track net asset change of Nuveen Santa Barbara Growth R3 fund (NBGRX)

DateNet Asset
01/2010$210.00K
11/2009$220.00K
10/2009$200.00K
More historic net asset information on Nuveen Santa Barbara Growth R3 Fund (NBGRX)

  

Nuveen Santa Barbara Growth R3 Fund (NBGRX) Portfolio Allocation

Track portfolio allocation change of Nuveen Santa Barbara Growth R3 fund (NBGRX)

DateCashStockBondOther
11/20097.28%92.72%0%0%
09/20090%100%0%0%
08/20090%100%0%0%
Click here to see more historic asset allocation information on Nuveen Santa Barbara Growth R3 Fund (NBGRX)

  

Most Recent Top 10 Holdings in Nuveen Santa Barbara Growth R3 Fund (NBGRX)

Discover what Nuveen Santa Barbara Growth R3 Fund (NBGRX) manager is buying

30-Nov-09
QUALCOMM Incorporated [2.95%]
BARD C R INC [2.87%]
PRAXAIR INC [2.82%]
Google Inc. [2.69%]
Teva Pharmaceutical Industries [2.62%]
SCHLUMBERGER LTD [2.61%]
Intel Corporation [2.59%]
ACCENTURE PLC. [2.45%]
XTO ENERGY INC [2.42%]
Gilead Sciences, Inc. [2.39%]

30-Sep-09
SCHLUMBERGER LTD [3.27%]
PRAXAIR INC [3.12%]
ACCENTURE PLC. [3.04%]
QUALCOMM Incorporated [3.02%]
GOLDMAN SACHS GRP [2.78%]
XTO ENERGY INC [2.77%]
Intel Corporation [2.76%]
BARD C R INC [2.7%]
I T T CORPORATION [2.54%]
QUEST DIAGNOSTC [2.51%]

31-Aug-09
SCHLUMBERGER LTD [3.23%]
QUALCOMM Incorporated [3.08%]
PRAXAIR INC [3.02%]
BURLINGTN N SANTE FE [2.98%]
BARD C R INC [2.91%]
XTO ENERGY INC [2.86%]
Intel Corporation [2.85%]
Accenture Ltd Berm [2.84%]
QUEST DIAGNOSTC [2.71%]
AFFILIATED COMP SVCS [2.66%]
Click here for Stock Holding Change Map in Nuveen Santa Barbara Growth R3 Fund (NBGRX)

  

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