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Mutual Fund Insights: Nuveen Santa Barbara Growth Opps I Fund (NSORX)

In-depth Analysis of Nuveen Santa Barbara Growth Opps I Fund (NSORX)

Mutual fund chart: Nuveen Santa Barbara Growth Opps I Fund (NSORX)

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See Nuveen Santa Barbara Growth Opps I Fund (NSORX) performance details as of January 31, 2010

  

    Last Trade: $16.05 on 3/3/2010, Change: -0.01 (-0.06%)
Experiment our closing price forecasting tool for Nuveen Santa Barbara Growth Opps I Fund (NSORX) (alpha release)

  

Fund ManagerFund Manager - Allan D House

Fund Manager Tenure: 0.3 years   [Similar Funds: NSOAX  NSOBX  NSOCX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Allan D. House, Vice President, will be co-portfolio manager for the Mid-Cap Growth Fund. In addition to his portfolio management duties, Mr. House serves as technology and telecommunications analyst.  Get more insights on Allan D House

  

What we like about Nuveen Santa Barbara Growth Opps I Fund (NSORX) What we like about Nuveen Santa Barbara Growth Opps I Fund (NSORX)

Data for Nuveen Santa Barbara Growth Opps I Fund (NSORX) as of January 31, 2010

  • Nuveen Santa Barbara Growth Opps I Fund (NSORX) has an annual stock turnover rate of 33.00% vs Mid-Cap Blend average of 91.38%. It is good that Nuveen Santa Barbara Growth Opps I management does not trade extensively for its return.
  • Nuveen Santa Barbara Growth Opps I Fund (NSORX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.94, lower than category average of 24.11
  • Nuveen Santa Barbara Growth Opps I Fund (NSORX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Nuveen Santa Barbara Growth Opps I Fund (NSORX) What we are cautious about Nuveen Santa Barbara Growth Opps I Fund (NSORX)

Data for Nuveen Santa Barbara Growth Opps I Fund (NSORX) as of January 31, 2010

  • Nuveen Santa Barbara Growth Opps I Fund (NSORX) management has been with Nuveen Santa Barbara Growth Opps I Fund for only 0.3 years, it is hard to judge manager's ability based on this fund's operation record
  • Nuveen Santa Barbara Growth Opps I Fund is a focused fund with 30.47% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Nuveen Santa Barbara Growth Opps I Fund (NSORX) has a less-than-ideal short-term performance (1-year return 40.28% vs 42.02% Mid-Cap Blend category average)
  • Nuveen Santa Barbara Growth Opps I Fund (NSORX) has a less-than-ideal mid-term performance (3-year return -9.28% vs -6.52% Mid-Cap Blend category average)
  • Nuveen Santa Barbara Growth Opps I Fund (NSORX) ratio of up-years vs down years can be improved
  • Nuveen Santa Barbara Growth Opps I Fund (NSORX) has a Morningstar rating of 3 and below
  • Nuveen Santa Barbara Growth Opps I Fund (NSORX) does not have a good risk adjusted return as its 3-year Alpha of -0.39 is worse than category average of 2.72, and its 3-year Sharpe ratio is -0.36
  • Nuveen Santa Barbara Growth Opps I Fund (NSORX) has a higher management fee of 1.50% than its Mid-Cap Blend average of 1.38%
See Nuveen Santa Barbara Growth Opps I Fund (NSORX) performance details as of January 31, 2010

  

  

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Nuveen Santa Barbara Growth Opps I Fund (NSORX) Net Asset

Track net asset change of Nuveen Santa Barbara Growth Opps I fund (NSORX)

DateNet Asset
01/2010$120.00K
11/2009$160.00K
10/2009$150.00K
More historic net asset information on Nuveen Santa Barbara Growth Opps I Fund (NSORX)

  

Nuveen Santa Barbara Growth Opps I Fund (NSORX) Portfolio Allocation

Track portfolio allocation change of Nuveen Santa Barbara Growth Opps I fund (NSORX)

DateCashStockBondOther
11/20090%100%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 Opps I Fund (NSORX)

  

Most Recent Top 10 Holdings in Nuveen Santa Barbara Growth Opps I Fund (NSORX)

Discover what Nuveen Santa Barbara Growth Opps I Fund (NSORX) manager is buying

30-Nov-09
TERRA INDS INC [3.5%]
TELEFLEX INC [3.44%]
QLogic Corporation [3.25%]
AMERISOURCEBERGEN CP [3.23%]
Ensco Intl [3.1%]
INGRAM MICRO A [3.08%]
ROWAN COS INC [2.98%]
KIRBY CORPORATION [2.69%]
F5 Networks, Inc. [2.61%]
Express Scripts, Inc. [2.59%]

30-Sep-09
TERRA INDS INC [3.68%]
ROWAN COS INC [3.57%]
KANSAS CITY SOUTHERN [3.33%]
ENSCO INTL INC [3.29%]
TELEFLEX INC [3.27%]
AMERISOURCEBERGEN CP [3.24%]
QLogic Corporation [2.99%]
INGRAM MICRO A [2.93%]
KIRBY CORPORATION [2.85%]
Jos. A. Bank Clothiers, Inc. [2.59%]

31-Aug-09
TERRA INDS INC [3.49%]
QLogic Corporation [3.39%]
ROWAN COS INC [3.38%]
AMERISOURCEBERGEN CP [3.26%]
TELEFLEX INC [3.24%]
KANSAS CITY SOUTHERN [3.17%]
KIRBY CORPORATION [3.03%]
ENSCO INTL INC [3.01%]
Jos. A. Bank Clothiers, Inc. [2.7%]
REGIS CP [2.64%]
Click here for Stock Holding Change Map in Nuveen Santa Barbara Growth Opps I Fund (NSORX)

  

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