Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

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

Mutual Fund Insights: Nuveen Santa Barbara Growth I Fund (NSRGX)

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

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

3 months
6 months
1 year
3 year
5 year

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

  

    Last Trade: $18.00 on 3/19/2010, Change: -0.03 (-0.17%)
Experiment our closing price forecasting tool for Nuveen Santa Barbara Growth I Fund (NSRGX) (alpha release)

  

Fund Manager - Michael G. Mayfield

Fund Manager Tenure: 4.0 years   [Similar Funds: NSRCX  NSAGX ]
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 I Fund (NSRGX) What we like about Nuveen Santa Barbara Growth I Fund (NSRGX)

Data for Nuveen Santa Barbara Growth I Fund (NSRGX) as of February 28, 2010

  • Nuveen Santa Barbara Growth I Fund (NSRGX) management has been with Nuveen Santa Barbara Growth I Fund for 4.0 years
  • Nuveen Santa Barbara Growth I Fund (NSRGX) has good mid-term performance (3-year return -5.77% vs -3.50 % Large Growth category average)
  • Nuveen Santa Barbara Growth I Fund (NSRGX) has an annual stock turnover rate of 24.00% vs Large Growth average of 109.62%. It is good that Nuveen Santa Barbara Growth I management does not trade extensively for its return.
  • Nuveen Santa Barbara Growth I Fund (NSRGX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.01, lower than category average of 21.35
  • Nuveen Santa Barbara Growth I Fund (NSRGX) has a lower management fee than its Large Growth average: 1.14% vs 1.33%
  • Nuveen Santa Barbara Growth I Fund (NSRGX) 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 I Fund (NSRGX) What we are cautious about Nuveen Santa Barbara Growth I Fund (NSRGX)

Data for Nuveen Santa Barbara Growth I Fund (NSRGX) as of February 28, 2010

  • Nuveen Santa Barbara Growth I Fund (NSRGX) has a less-than-ideal short-term performance (1-year return 38.87% vs 51.46 % Large Growth category average)
  • Nuveen Santa Barbara Growth I Fund (NSRGX) ratio of up-years vs down years can be improved
  • Nuveen Santa Barbara Growth I Fund (NSRGX) has a Morningstar rating of 3 and below
  • Nuveen Santa Barbara Growth I Fund (NSRGX) is less safe compared to its Large Growth peers
  • Nuveen Santa Barbara Growth I Fund (NSRGX) does not have a good risk adjusted return as its 3-year Alpha of -1.18 is worse than category average of 2.56, and its 3-year Sharpe ratio is -0.34
See Nuveen Santa Barbara Growth I Fund (NSRGX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Large Growth category?

Below are some additional Large Growth mutual funds generated out of our database

  

Nuveen Santa Barbara Growth I Fund (NSRGX) Net Asset

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

DateNet Asset
02/2010$32.16M
01/2010$23.69M
11/2009$24.98M
More historic net asset information on Nuveen Santa Barbara Growth I Fund (NSRGX)

  

Nuveen Santa Barbara Growth I Fund (NSRGX) Portfolio Allocation

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

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 I Fund (NSRGX)

  

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

Discover what Nuveen Santa Barbara Growth I Fund (NSRGX) 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 I Fund (NSRGX)

  

Related books and products to Nuveen Santa Barbara Growth I Fund (NSRGX)

  

Latest News on Nuveen Santa Barbara Growth I (NSRGX)

See what is happening with Nuveen Santa Barbara Growth I Fund (NSRGX)

 

Books and Resources

 

 

See more information on Nuveen Santa Barbara Growth I Fund (NSRGX)