Nasdaq - Delayed Quote USD

Nuveen Dividend Growth Fund (NSBFX)

63.11
+0.24
+(0.38%)
At close: 8:01:46 PM EDT

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets in dividend-paying common stocks and preferred securities. 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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 31.92%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 3

Performance & Risk

YTD Return 0.54%
5y Average Return 14.50%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.85
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
NSBFXCategory AverageNSBFXCategory AverageNSBFXCategory Average
Alpha -1.29 -0.01 -0.65 -0.01 -0.52 -0.01
BETA 0.85 0.01 0.87 0.01 0.88 0.01
Mean Annual Return 0.86 0.01 1.13 0.01 0.92 0.01
R-squared 91.02 0.94 90.6 0.95 93.19 0.95
Standard Deviation 14.56 0.17 14.77 0.19 14.1 0.15
Sharpe Ratio 0.39 0 0.72 0.01 0.64 0.01
Treynor Ratio 5.87 0.03 11.89 0.1 9.68 0.1

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