Investment Strategy
| A strategy that seeks to invests primarily in equity securities of large-cap companies that exhibit stable and consistent earnings growth utilizing a fundamental, bottom-up approach. |
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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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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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Fund Basics: Shares
Select Share Class:
A | C | I | R3
| Fund Symbol | NSAGX |
| Fund Cusip | 67065W753 |
| Inception Date | 3/28/2006 |
| Latest NAV as of 9/02/2010 | $17.00 |
| Fund Symbol | |
| Fund Cusip | |
| Inception Date | |
| Latest NAV as of | |
| Fund Symbol | NSRCX |
| Fund Cusip | 67065W738 |
| Inception Date | 3/28/2006 |
| Latest NAV as of 9/02/2010 | $16.47 |
| Fund Symbol | NBGRX |
| Fund Cusip | 670725829 |
| Inception Date | 3/03/2009 |
| Latest NAV as of 9/02/2010 | $17.08 |
| Fund Symbol | NSRGX |
| Fund Cusip | 67065W720 |
| Inception Date | 3/28/2006 |
| Latest NAV as of 9/02/2010 | $17.15 |
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Investment Style
Style boxes reflect the investment strategies and various types of securities in which the fund intends to principally invest as outlined in the prospectus. A box will be filled in if a fund invests a substantial amount under normal circumstances in that category. Market capitalization represents Nuveen Investments’ standard definitions for the aggregate value of a company or stock. "Large Cap" represents $5 billion and above; "Medium" or "Mid-Cap" represents $1 billion to $5 billion; "Small-Cap" represents less than $1 billion. Style represents the approach to investing. Growth seeks companies with above average earnings growth or potential; Value seeks stocks priced near or below the value of the company’s assets. Blend is a mixture of both value and growth stocks in a fund.
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Portfolio Manager(s)
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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.
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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