Dividends are one component of capital management, which seeks to maximise the value of the Company. Nuveen Santa Barbara Dividend Growth Fund Class I Inst (NSBRX) Related Funds - discover similar funds, compare dividends and return. David Calupnik and David Park … Assets exceed $10 billion. For this and other information that should be read carefully, please read the MAP Plan Description. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. View & analyze the NSBRX fund chart by total assets, risk rating, Min. Glenn is an honors graduate of Tufts University, a CFA charterholder, and a member of CFA Society New York. Find our live Nuveen Santa Barbara Dividend Growth Fund Class I fund basic information. David S. Park, Portfolio Manger, Director of Research, joined Santa Barbara Asset Management in 2011. Nuveen Santa Barbara Dividend Growth Fund seeks total return comprised of dividend income and long-term capital appreciation investing in dividend-paying common stocks and preferred securities. Previously, he held several positions in finance and transactions as a Manager … There are a variety of investment philosophies you can choose from, described in detail below. 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 . There, he managed over $10 billion in active equity products and implemented daily trading decisions for stocks, futures, and currency overlays. Nuveen Securities, LLC. David Chalupnik and David Park have taken over management of the … He also conducts in-depth investment reviews and presentations to internal and external audiences and is a voting member of TIAA’s Asset Allocation and Portfolio Construction Committee. The current manager has been running Nuveen Santa Barbara Dividend Growth I since 4/19/2006. Services Offered by Santa Barbara Asset Management, LLC. Investment Portfolio Estimated Underlying Fund Expenses (1) Program Management Fee (2)(3) Service Fee Distribution Fee State Admin Fee (3) Total Annual Asset-Based Fees (5) Maximum Initial Sales Charge (4) Santa Barbara Dividend Growth Portfolio… Current performance may be higher or lower than the performance shown. Compare momentum and price performance. Dividends combine with share price appreciation as part of total shareholder return. Marketing Cookies. Our website cannot function properly without these cookies. Daily NUGIX quote and fund scorecard evaluating net assets, fund flows, fees, turnover, performance, and manager tenure. Century City Office. The Principal Plus Interest Portfolio does not charge an initial sales charge nor does it assess an annual sales fee; the program management fee is currently waived for the portfolio. A broadly-diversified portfolio of mid- to large capitalization dividend-paying equities that seeks superior risk-adjusted returns from long-term investment in companies with the fundamentals to sustain future dividend growth and capital appreciation. Morningstar tools for financial professionals: Compare or analyze a group of funds by using, The Nuveen website for institutional investors is. Portfolio management Jeremy joined TIAA-CREF Tuition Financing, Inc. as the head of the Investment Strategies Team in 2014. USD. Send us an email. Portfolio management is the main service offered at SBAM. In depth view into NSBCX (Nuveen Santa Barbara Dividend Growth C) including performance, dividend history, holdings and portfolio stats. Investment Philosophy. Tuition Financing, Inc. (TFI) has an experienced, dedicated 529 College Savings team of investment and actuarial professionals who design the age-based glide path and asset allocation recommendations. 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