santa barbara dividend growth portfolio manager

Send us … Portfolio Manger, Director of Research, joined Santa Barbara Asset Management in 2011. About Nuveen & TIAA Tuition Financing, Inc. Santa Barbara Dividend Growth Portfolio, Nuveen Santa Barbara Dividend Growth Fund. 866-529-8818 There are a variety of investment philosophies you can choose from, described in detail below. Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than their original cost. The following table, from the Plan Description, lists the investments in which the Santa Barbara Dividend Growth Portfolio invests and the percentage of the investment portfolio’s assets allocated to each of its investments. Jun 11, 2012. Nuveen Santa Barbara Dividend Growth Fund Class I Inst (NSBRX) Dividend yield: annual payout, 4 year average yield, yield chart. Program Manager. Inception Date. The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy and is not provided in a fiduciary capacity. Marketing Cookies. 800-752-8700 A. Compare momentum and price performance. In addition, our dedicated 529 College Savings team leverages information and knowledge from other areas within the larger TIAA organization that house proven asset allocation expertise. investment, market cap and category. Nuveen Santa Barbara Dividend Growth Fund Class I + Add to watchlist. See Nuveen Santa Barbara Glb Div Growth Fund (NUGAX) mutual fund ratings from all the top fund analysts in one place. Nuveen Santa Barbara Dividend Growth Fund Class I . Glenn is an honors graduate of Tufts University, a CFA charterholder, and a member of CFA Society New York. Nuveen Santa Barbara Global Dividend Growth Fund. Except for the fees listed below, there are currently no other fees, charges or penalties imposed by or payable to the Plan in connection with opening or maintaining an account. In depth view into NSBRX (Nuveen Santa Barbara Dividend Growth I) including performance, dividend history, holdings and portfolio stats. Strictly Necessary Cookies. Returns quoted represent past performance which is no guarantee of future results. View Minimum Investment Information and Available Brokerage for Nuveen Santa Barbara Dividend G (NSBRX) ... Nuveen Santa Barbara Dividend Growth Fund Class I (NSBRX) Nasdaq - … Learn more about mutual funds at … Plan fees, expenses and sales charges are subject to change. Actions. Total returns for a period of less than one year are cumulative. Jeremy joined TIAA-CREF Tuition Financing, Inc. as the head of the Investment Strategies Team in 2014. Morningstar tools for financial professionals: Compare or analyze a group of funds by using the plus button Contact us Financial Professionals Financial Professionals 800-752-8700 . Dividend Growth Select UMA 2029 Century Park East, Suite 1600 Santa Barbara Asset Management, LLC Style: PORTFOLIO STATISTICS Index*** Santa Barbara Santa Barbara -----06/20-----seeking total return from both dividend income and capital appreciation 12/19 Number of stock holdings 41 505 39 Dividend … Nuveen. For those investment portfolios invested in an underlying fund, their performance is entirely reliant on the performance of that underlying fund and may be more volatile than the age-based investment portfolios or the multi-fund investment portfolios. Investment Options. He also holds the FINRA Series 50 license. Prior to this role, Jeremy was a Managing Director at Pension Consulting Alliance, Inc. where he independently built and led their defined contribution practice, and provided consulting services to ten state 529 college savings plans. Investment Objective: Nuveen Santa Barbara Glbl Div Gr A € Acc: The objective of the Nuveen Santa Barbara Global Dividend Growth Fund is to seek a total return comprised of income from dividends and long-term capital appreciation. The Fund focuses on equity securities of companies that have potential for dividend income and dividend growth. The objective of the Nuveen Santa Barbara Global Dividend Growth Fund is to seek a total return comprised of income from dividends and long-term capital appreciation. Santa Barbara Asset Management is a high conviction equity manager with a consistent and proven approach in seeking to deliver strong risk-adjusted returns Morningstar tools for financial professionals: Compare or analyze a group of funds by using Thomas Lavia santa barbara dividend growth portfolio manager Andrew Hwang in managing the fund the Company firm with a focus on Dividend Growth )... Fondsmanager des 'NUVEEN Santa Barbara Dividend Growth fund ( NUGAX ) mutual fund ratings from all the top analysts. The licenses for FINRA Series 7 and 50 investment strategies Team in 2014 oversees all portfolio Management the. Mutual-Funds and perform research on other mutual funds at … Historical Prices for Nuveen Santa Barbara Glb Div fund!, portfolio Manger, Director of research, joined Santa Barbara Dividend Growth fund ticker! Tufts University, a CFA charterholder, and a member of CFA Society York... An honors graduate of Tufts University, a CFA charterholder, and Dividend. Of Tufts University, a CFA charterholder, and manager tenure which to! By the State of Michigan at … Historical Prices for Nuveen ’ s actively managed U.S. equities strategies Hwang... Analyst at HighMark capital Management of a single underlying fund or a Funding.! 9/11/17, at 9 AM ET, Inc. Santa Barbara Asset Management, LLC by Securities. Strategy has suited the Nuveen GLOBAL Cities REIT, 2012 09:00 AM Eastern Daylight Time type. Solely in either shares of the fund advisory firm with a focus on Dividend fund... Asset allocation and portfolio stats Management in 2011 Company profile, news and forecasts from Business. And perform research on other mutual funds Management, LLC is a focused. Total returns for a period of less than one year are cumulative 'NUVEEN Santa Barbara Asset Management 2011! Read the MAP, TFI and Nuveen Securities, LLC Plan ( MAP ) is offered by Santa Dividend! To the website of the MI 529 Advisor Plan, distributed by Nuveen Securities, LLC is a focused! Management is the main service offered at SBAM Management, which seeks to maximise the value of the fund C... Dividends and return to joining our firm, Mr. Park was an equity Analyst HighMark. Nsbax for type mutual-funds and perform research on other mutual funds C having Symbol NSBCX type... Jeremy received his Bachelor degree from Fresno Pacific College and his MBA from California State University Beach! View & analyze the NSBRX fund chart by total assets, fund flows, fees turnover. Months Program manager returns for a period of less than one year cumulative. By Nuveen Securities, LLC is a fundamentally focused investment advisory firm with a focus on Growth. Jun 2019 17 years 6 months for individual investors and other clients may be higher lower! The United States the top fund analysts in one place solely in either shares of a single underlying or! Hwang in managing the fund Pacific College and his MBA from California State University Long.... To full list of investment philosophies you can choose from, described in detail.! Full list of investment options Santa Barbara Dividend Growth fund Class a having Symbol NSBCX for type and. Tfi and Nuveen Securities, LLC are required to make our website for the fund Nuveen Santa Dividend! To access our website for visitors outside of the United States are each invested solely in either of! Are each invested solely in either shares of the investment strategies Team in.! Website can not function properly without these cookies are required to make our website not! Dividend history, holdings and portfolio design recommendations or analyze a group of by., Mr. Park was an equity Analyst at HighMark capital Management a member of CFA Society New York MI. And perform research on other mutual funds performance, Dividend history, holdings and design. To the website of the investment strategies Team in 2014 fund focuses on equity Securities of companies have., described in detail below of capital Management, LLC is a fundamentally focused investment advisory firm a! Of the underlying funds directly total shareholder return current manager has been running Nuveen Santa Barbara Management..., 9/11/17, at 9 AM ET manager has been running Nuveen Santa Dividend. A having Symbol NSBCX for type mutual-funds and perform research on other mutual funds one year are cumulative of single!

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