Nuveen Santa is trading at 66.87 as of the 26th of September 2025; that is 0.36 percent increase since the beginning of the trading day. The fund's open price was 66.63. Nuveen Santa has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 28th of June 2025 and ending today, the 26th of September 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
Nuveen Santa Barbara [NSBCX] is traded in USA and was established 26th of September 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 5.96 B in assets with minimum initial investment of 3 K. Nuveen Santa Barbara is currently producing year-to-date (YTD) return of 4.59% with the current yeild of 0.0%, while the total return for the last 3 years was 12.53%.
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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.
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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