Investment Strategy
The Fund invests in companies that exhibit stable and consistent earnings growth. Defendable competitive advantages, strong management and low dependence on capital markets are three key qualities that potentially drive stable earnings growth.
Who should invest
| For investors who are seeking: | - Long-term total return potential from a growth-oriented investment strategy of mid- to large-capitalization sized companies.
- To complement value and fixed-income investments with a growth product.
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Fund Basics: Shares
Select Share Class:
A | B† | C | I† | R3
| Fund Symbol | NSAGX |
| Fund Cusip | 67065W753 |
| Inception Date | 3/28/2006 |
| Latest NAV as of 11/20/2009 | $16.83 |
| Fund Symbol | NSGBX |
| Fund Cusip | 67065W746 |
| Inception Date | 3/28/2006 |
| Latest NAV as of 11/20/2009 | $16.38 |
| Fund Symbol | NSRCX |
| Fund Cusip | 67065W738 |
| Inception Date | 3/28/2006 |
| Latest NAV as of 11/20/2009 | $16.37 |
| Fund Symbol | NBGRX |
| Fund Cusip | 670725829 |
| Inception Date | 3/03/2009 |
| Latest NAV as of 11/20/2009 | $16.90 |
| Fund Symbol | NSRGX |
| Fund Cusip | 67065W720 |
| Inception Date | 3/28/2006 |
| Latest NAV as of 11/20/2009 | $16.97 |
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A Word On Risk
| An investment in the Fund is subject to market risk or the risk that stocks in the portfolio will decline in response to such factors as adverse company news or industry developments or a general economic decline. Investments in foreign stocks present additional risks, including foreign company risk, market risk, currency risk and correlation risk. As with any mutual fund, possible loss of principal is a risk of investing. |
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Portfolio Manager
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Michael G. Mayfield, President - Chief Investment Officer joined Santa Barbara Asset Management in 1995 from NatWest Markets in New York, where he led the structuring and initial funding for The Scudder Latin American Trust for Independent Power, now known as Latin Power. Mr. Mayfield also was with Drexel Burnham Lambert where he founded and managed Drexel's Special Equity Transaction Department. He earned a BS in Business Administration/Finance & Business Economics from the University of Southern California in 1984.
James R. Boothe, CFA, Portfolio Manager joined Santa Barbara Asset Management in 2002 with over 20 years of investment management experience. He was a portfolio manager with USAA Investment Management. Prior to that Mr. Boothe was a portfolio manager / analyst at San Juan Asset Management. He has a BBA from Kent State University and a MBA in finance from Loyola Marymount University. Mr. Boothe has earned the Chartered Financial Analyst designation.
George M. Tharakan, CFA, Director of Research - Portfolio Manager joined Santa Barbara Asset Management in 2003. George was previously a Senior Vice President at Vantis Capital, and prior to that he was a Senior Vice President at Roxbury Capital Management, and a Senior Design Engineer for Intel Corporation. Mr. Tharakan is an Honors graduate of the Indian Institute of Technology, has an M.S. in Computer Engineering from the University of Illinois, and received an MBA in Finance with Honors from the Anderson School of Business (UCLA).
Britton C. Smith, CFA Research Analyst - Portfolio Manager joined Santa Barbara Asset Management in 2001 from Peritus Asset Management where he was a Senior Research Analyst. Prior to that he was employed as a Project Scientist for Larry Walker Associates and as a Research Assistant at the UC Toxic Substances Research & Teaching Program. Mr. Britton has a BA from Amherst College and a MESM in Biogeochemistry from the University of California Santa Barbara. Mr. Smith has earned the Chartered Financial Analyst designation. |
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†
Effective May 1, 2008 Class B shares are only issued upon exchange of Class B shares
from another Nuveen Fund or for purposes of dividend reinvestment.
Effective December 31, 2008 the reinstatement privilege for Class B shares
will no longer be available. Effective May 1, 2008, Class R shares were
renamed Class I shares. See the Fund's prospectus for more information.
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