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Fund Intelligence | Best Managers | NSRCX Insights | NSRCX Score | NSRCX Performance | NSRCX Manager | NSRCX News | NSRCX Allocation | NSRCX Holdings Change

Mutual Fund Insights: Nuveen Santa Barbara Growth C Fund (NSRCX)

In-depth Analysis of Nuveen Santa Barbara Growth C Fund (NSRCX)

Mutual fund chart: Nuveen Santa Barbara Growth C Fund (NSRCX)

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See Nuveen Santa Barbara Growth C Fund (NSRCX) performance details as of February 28, 2010

  

    Last Trade: $17.37 on 3/19/2010, Change: -0.04 (-0.23%)
Experiment our closing price forecasting tool for Nuveen Santa Barbara Growth C Fund (NSRCX) (alpha release)

  

Fund Manager - Michael G. Mayfield

Fund Manager Tenure: 4.0 years   [Similar Funds: NSRGX ]
Fundmojo Fund Grade: D (Score: 0.43)     (What does this score mean?)
Michael G. Mayfield Mr. Michael G. Mayfield joined SBAM from NatWest Markets in New York, where Michael G. Mayfield led the structuring and initial funding for The Scudder Latin American Trust for Independent Power, now known as Latin Power. Mr. Mayfield also was with Drexel Burnham Lambert where Michael G. Mayfield founded and managed Drexel’s Special Equity Transaction Department. Michael G. Mayfield earned a BS in Business Administration/Finance & Business Economics from the University of Southern California in 1984.  Get more insights on Michael G. Mayfield

  

What we like about Nuveen Santa Barbara Growth C Fund (NSRCX) What we like about Nuveen Santa Barbara Growth C Fund (NSRCX)

Data for Nuveen Santa Barbara Growth C Fund (NSRCX) as of February 28, 2010

  • Nuveen Santa Barbara Growth C Fund (NSRCX) management has been with Nuveen Santa Barbara Growth C Fund for 4.0 years
  • Nuveen Santa Barbara Growth C Fund (NSRCX) has good mid-term performance (3-year return -6.71% vs -3.50 % Large Growth category average)
  • Nuveen Santa Barbara Growth C Fund (NSRCX) has an annual stock turnover rate of 24.00% vs Large Growth average of 109.62%. It is good that Nuveen Santa Barbara Growth C management does not trade extensively for its return.
  • Nuveen Santa Barbara Growth C Fund (NSRCX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.97, lower than category average of 21.35

  

What we are cautious about Nuveen Santa Barbara Growth C Fund (NSRCX) What we are cautious about Nuveen Santa Barbara Growth C Fund (NSRCX)

Data for Nuveen Santa Barbara Growth C Fund (NSRCX) as of February 28, 2010

  • Nuveen Santa Barbara Growth C Fund (NSRCX) has a less-than-ideal short-term performance (1-year return 37.52% vs 51.46 % Large Growth category average)
  • Nuveen Santa Barbara Growth C Fund (NSRCX) ratio of up-years vs down years can be improved
  • Nuveen Santa Barbara Growth C Fund (NSRCX) has a Morningstar rating of 3 and below
  • Nuveen Santa Barbara Growth C Fund (NSRCX) is less safe compared to its Large Growth peers
  • Nuveen Santa Barbara Growth C Fund (NSRCX) does not have a good risk adjusted return as its 3-year Alpha of -2.2 is worse than category average of 2.56, and its 3-year Sharpe ratio is -0.39
  • Nuveen Santa Barbara Growth C Fund (NSRCX) has a higher management fee of 2.15% than its Large Growth average of 1.33%
  • Nuveen Santa Barbara Growth C Fund (NSRCX) carries a 1% load
See Nuveen Santa Barbara Growth C Fund (NSRCX) performance details as of February 28, 2010

  

  

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Nuveen Santa Barbara Growth C Fund (NSRCX) Net Asset

Track net asset change of Nuveen Santa Barbara Growth C fund (NSRCX)

DateNet Asset
02/2010$32.16M
01/2010$2.11M
11/2009$1.97M
More historic net asset information on Nuveen Santa Barbara Growth C Fund (NSRCX)

  

Nuveen Santa Barbara Growth C Fund (NSRCX) Portfolio Allocation

Track portfolio allocation change of Nuveen Santa Barbara Growth C fund (NSRCX)

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 C Fund (NSRCX)

  

Most Recent Top 10 Holdings in Nuveen Santa Barbara Growth C Fund (NSRCX)

Discover what Nuveen Santa Barbara Growth C Fund (NSRCX) 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 C Fund (NSRCX)

  

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