Nuveen Santa Mutual Fund Money Managers
| NUGCX Fund | USD 32.96 0.01 0.03% |
Nuveen Santa is run by 2 fund managers with a total tenure of about 3 years, averaging roughly 1.0 years of service per executive, having 0.5 employees per reported executive. Fund managers are in charge of implementing Nuveen Santa Barbara investing strategy and managing its portfolio trading activities. Break down of Nuveen Santa's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Nuveen Santa's future under-performance.
| James Boothe Executive Fund Manager |
| More |
| David Chalupnik Executive Fund Manager |
| More |
Nuveen |
Nuveen Santa Net Asset Comparison
Nuveen Santa Barbara is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of World Large-Stock Blend category is currently estimated at about 545 Billion. Nuveen Santa adds roughly 19.14 Million in net asset claiming only tiny portion of World Large-Stock Blend category.
Nuveen Santa Barbara Benchmark Summation
Operator |
The output start index for this execution was zero with a total number of output elements of sixty-one. Nuveen Santa Barbara Price Series Summation is a cross summation of Nuveen Santa price series and its benchmark/peer.
Nuveen Santa Notable Stakeholders
A Nuveen Santa stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Nuveen Santa often face trade-offs trying to please all of them. Nuveen Santa's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Nuveen Santa's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
| James Boothe | Fund Manager | Profile | |
| David Chalupnik | Fund Manager | Profile |
About Nuveen Santa Management Performance
The success or failure of an entity such as Nuveen Santa Barbara often depends on how effective the management is. Nuveen Santa management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Nuveen management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Nuveen management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Under normal market conditions, the fund invests at least 80 percent of its net assets in dividend-paying equity securities, which include preferred securities. The minimum portion of the funds net assets invested in non-U.S. securities will be reduced to 50 percent of the MSCI World Indexs non-U.S. assets. The fund may invest up to 10 percent of its net assets in companies located in emerging market countries. It may invest in small-, mid- and large-cap companies.
Please note that past performance is not an indicator of the future performance of Nuveen Santa, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Nuveen Santa Barbara Annual Yield
In accordance with the recently published financial statements, Nuveen Santa Barbara has an Annual Yield of 0.0049%. This is 99.54% lower than that of the Nuveen family and significantly higher than that of the World Large-Stock Blend category. The annual yield for all United States funds is notably lower than that of the firm.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Nuveen Santa Barbara. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Nuveen Santa Barbara information on this page should be used as a complementary analysis to other Nuveen Santa's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.