NUGCX : Nuveen Santa Barbara Global Dividend Growth Fund Class C

NUGCX is a Allocation Market Total World with HIGH fees.

NUGCX

Nuveen Santa Barbara Global Dividend Growth Fund Class C

FI Score

14 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

14% FI Score
  • nugcx
  • Mutual Fund
  • Allocation
  • Total World

Nuveen Santa Barbara Global Dividend Growth Fund Class C

Expenses: 1.90% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

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 in dividend-paying equity securities, which include preferred securities. It normally invests between 40% and 75% of its net assets in non-U.S. securities. The fund may invest up to 10% of its net assets in companies located in emerging market countries. It may invest in small-, mid- and large-cap companies.

Largest Holdings

Amount Holding
4.06% Microsoft Corp
2.97% UnitedHealth Group Inc
2.84% Johnson & Johnson
2.72% SAP SE
2.55% Comcast Corp Class A
2.54% JPMorgan Chase & Co
2.48% Lockheed Martin Corp
2.43% Sanofi SA
2.37% Fidelity National Information Services Inc
2.23% Amcor PLC
2.20% Apple Inc
2.15% PepsiCo Inc
2.12% Philip Morris International Inc
2.11% Unilever PLC
2.05% Danone SA
1.99% Texas Instruments Inc
1.97% Cisco Systems Inc
1.95% Union Pacific Corp
1.93% Merck & Co Inc
1.92% Honeywell International Inc
1.90% Snam SpA
1.89% Astellas Pharma Inc
1.89% Packaging Corp of America
1.87% KDDI Corp
1.86% NextEra Energy Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo