Nuveen Mutual Fund Quote

NUGIX -  USA Fund  

USD 31.76  0.29  0.90%

Market Performance
0 of 100
Odds Of Distress
Less than 15
Nuveen Santa is trading at 31.76 as of the 24th of January 2022; that is -0.9 percent decrease since the beginning of the trading day. The fund's open price was 32.05. Nuveen Santa has less than a 15 % chance of experiencing some financial distress in the next two years of operation, but has generated negative returns over the last 90 days. Equity ratings for Nuveen Santa Barbara are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of February 2020 and ending today, the 24th of January 2022. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in dividend-paying equity securities, which include preferred securities. Nuveen Santa is traded on NASDAQ Exchange in the United States.. More on Nuveen Santa Barbara

Nuveen Santa Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Nuveen Santa's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Nuveen Santa or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Nuveen Santa Barbara generated a negative expected return over the last 90 days
The fund maintains 98.07% of its assets in stocks
Legal NameNuveen Santa Barbara
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Nuveen Santa's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Beta In Three Year0.92
Startdate10th of June 2019
Nuveen Santa Barbara [NUGIX] is traded in USA and was established 24th of January 2022. The fund is listed under World Large-Stock Blend category and is part of Nuveen family. Nuveen Santa Barbara now has accumulated 19.84 M in assets with minimum initial investment of 100 K. , while the total return for the last 3 years was 4.57%.
Check Nuveen Santa Probability Of Bankruptcy

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 Santa , and the less return is expected.

Top Nuveen Santa Barbara Constituents

Nuveen Santa Target Price Odds Analysis

What are Nuveen Santa's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Nuveen Santa jumping above the current price in 90 days from now is close to 99%. The Nuveen Santa Barbara probability density function shows the probability of Nuveen Santa mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Nuveen Santa has a beta of 0.6451. This indicates as returns on the market go up, Nuveen Santa average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Nuveen Santa Barbara will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Nuveen Santa Barbara is significantly underperforming DOW.
 Odds Down 31.76HorizonTargetOdds Up 31.76 
0.89%90 days
 31.76 
99.08%
Based on a normal probability distribution, the odds of Nuveen Santa to move above the current price in 90 days from now is close to 99 (This Nuveen Santa Barbara probability density function shows the probability of Nuveen Mutual Fund to fall within a particular range of prices over 90 days) .

Nuveen Santa Barbara Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Nuveen Santa market risk premium is the additional return an investor will receive from holding Nuveen Santa long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Nuveen Santa. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Nuveen Santa's alpha and beta are two of the key measurements used to evaluate Nuveen Santa's performance over the market, the standard measures of volatility play an important role as well.

Nuveen Santa Against Markets

Picking the right benchmark for Nuveen Santa mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Nuveen Santa mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Nuveen Santa is critical whether you are bullish or bearish towards Nuveen Santa Barbara at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Nuveen Santa without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Additionally, see Stocks Correlation. 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 Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.

Complementary Tools for Nuveen Mutual Fund analysis

When running Nuveen Santa Barbara price analysis, check to measure Nuveen Santa's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Nuveen Santa is operating at the current time. Most of Nuveen Santa's value examination focuses on studying past and present price action to predict the probability of Nuveen Santa's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Nuveen Santa's price. Additionally, you may evaluate how the addition of Nuveen Santa to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Nuveen Santa's value and its price as these two are different measures arrived at by different means. Investors typically determine Nuveen Santa value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Nuveen Santa's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.