2 / 5 Stars
3 3 5 4 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#213 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 15.85 percent over the past year, 12.30 percent over the past three years, and 16.10 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.8%|
|3 Years (Annualized)||12.3%|
|5 Years (Annualized)||16.1%|
|10 Years (Annualized)||N/A|
The investment seeks an attractive total return comprised of income from dividends and long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in dividend-paying common and preferred stocks. It may, from time to time, have a greater exposure to these higher dividend-yield sectors and industries than the broad equity market. The fund may invest up to 25% of its net assets in non-U.S. equity securities that are U.S. dollar-denominated.
Fees are Above Average compared to funds in the same category.
Nuveen Santa Barbara Dividend Growth Fund has an expense ratio of 1.03 percent.
Risk is Low compared to funds in the same category according to Morningstar.