Nuveen Santa Barbara Dividend Growth R3 (NBDRX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Nuveen Santa Barbara Dividend Growth R3
C/O John Nuveen & Co Inc
333 W Wacker Dr 32nd Fl
Chicago IL 60606
800-257-8787
Management information
David S. Park,Lead manager since 9 June 2019
David Park joined Santa Barbara Asset Management in 2011.
Prior to joining the firm, Mr. Park was an Equity Analyst at HighMark Capital Management, focusing on consumer, technology, telecom and industrials. Preceding this, he held several positions in finance and transactions as a Manager for M&A Transaction Support at Ernst & Young, Senior Analyst at Move, Inc. and as a Senior Associate at PricewaterhouseCoopers. Mr. Park received a B.A. from the University of California, Los Angeles and an MBA from New York University, Leonard N. Stern School of Business. Mr. Park holds the Chartered Financial Analyst designation and is a Certified Public Accountant.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Blend
Fund familyNuveen
Net assets6.41B
YTD return11.37%
Yield0.87%
Morningstar rating★★
Inception date2 Mar 2009
Fund operations
Last dividend0.13
Last cap gain0.00
Holdings turnover49.00%
Average for categoryN/A
Fees and expenses
ExpenseNBDRXCategory average
Annual report expense ratio (net)1.20%0.84%
Prospectus net expense ratio1.20%N/A
Prospectus gross expense ratio1.20%N/A
Max 12b1 fee0.50%N/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.28%
3-yr expense projection381N/A
5-yr expense projection660N/A
10-yr expense projection1,455N/A
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