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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 287 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.5% |
| 1 Year | N/A |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
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 equity securities, which include preferred securities. It normally invests between 40% and 75% of its net assets in non-U.S. securities. Although the fund will concentrate its investments in developed markets, it may invest up to 10% of its net assets in companies located in emerging market countries. The fund may invest in small-, mid- and large-cap companies.
Fees
Fees are Above Average compared to funds in the same category.
Nuveen Santa Barbara Global Dividend Growth Fund has an expense ratio of 1.42 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
