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Morningstar

Nuveen Dividend Growth C NSBCX

Morningstar Analyst Rating
Quantitative rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 51.29  /  0.53 %
  • Total Assets 5.8 Bil
  • Adj. Expense Ratio
    1.660%
  • Expense Ratio 1.660%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 0.36%
  • Turnover 17%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis NSBCX

Will NSBCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NSBCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the NSBCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of NSBCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in the People Pillar isn't sufficient for Nuveen Dividend Growth C to overcome weaker marks in areas such as their Parent rating, limiting this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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