NSBFX

About NSBFX

Nuveen Santa Barbara Dividend Growth Fund Class R6 is a mutual fund designed to provide investors with a blend of income and long-term capital appreciation. The fund primarily invests in high-quality, mid- to large-cap companies that exhibit the potential for sustainable dividend growth. Its investment approach is rooted in identifying businesses capable of delivering consistent and increasing dividend payouts, aiming to offer shareholders attractive total returns while managing portfolio risk. While the fund’s main focus is on U.S. equities, it may allocate up to 25% of its assets to non-U.S. equity securities, provided they are denominated in U.S. dollars. With a portfolio typically composed of approximately 40-45 holdings, the fund emphasizes diversification and avoids heavy concentration in a small number of positions, supporting risk management objectives. Suitable for investors seeking exposure to the large-blend segment of the equity market, this fund serves as a core holding, offering balanced access to both growth and income opportunities across a spectrum of U.S. industries.