Nuveen Santa Barbara Dividend Growth I

The investment seeks an attractive total return comprised of income from dividends and long-term capital appreciation.
Under normal market conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in dividend-paying common and preferred stocks. It may, from time to time, have a greater exposure to these higher dividend-yield sectors and industries than the broad equity market. The fund may invest up to 25% of its net assets in non-U.S. equity securities that are U.S. dollar-denominated.

Key stats

Management firm  Nuveen
Domicile  United States
Fund Administrator  Nuveen Fund Advisors, LLC.
Global Branding Name  Nuveen
12 month yield  1.64%
Fund currency  USD
Launch Date  2006-03-28
ISIN  US67065W6396
SEDOL  B61M9M1
Manager 1 Name  James Boothe
Fund Strategy  Large Blend
Benchmark  S&P 500 TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-11-30
Return - 1 Month  2.84%
Return - 2 Months  6.30 %
Return - 3 Months  4.35%
Return - 6 Months  8.39 %
Return - 9 months  13.15 %
Return - 12 Months  16.15%
Annualized return 24 months  19.43 %
Annualized return 36 months  17.71 %
Annualized return 48 months  16.20 %
Annualized return 60 months  14.97 %
Return 120 months  0.00 %
Annualized return since Inception  9.67%
Return YTD  13.05%

Ratings

Morning Star Rating Date   2014-11-30
Morning Star Rating - 36 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 60 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - Overall  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating

Charges

Initial  0.00 %
Minimum Investment  $100,000
Maximum Managment Charge  0.50 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  Nuveen Investment Trust
Contact Address 2  John Nuveen & Co. Inc.
Contact Address 3  Chicago, IL 60606
Contact city  Chicago
Contact country  United States
Fund Admin Group  Nuveen
Web Address  www.nuveenglobal.com
Custodian  State Street Bank & Trust Co
Phone  312-917-8146

Price

Last Price Date  2014-12-04
Pre-tax nav  36.99
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $-0.08
Price change (percentage)  -0.22 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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