DoubleLine Shiller Enhanced CAPE Class I (DSEEX) Research

The fund's primary objective is to deliver a total return that exceeds its designated benchmark. Specifically, it targets a combination of capital appreciation and current income, aiming to outperform the Shiller Barclays CAPE® US Sector TR USD Index. To mirror the performance of this index, before accounting for fees and expenses, the fund utilizes derivative instruments, sometimes in conjunction with direct investments. Furthermore, it allocates capital to a portfolio of debt securities with the intention of securing additional long-term total return.

Market snapshot

Symbol
DSEEX
Price
$15.31
Day change
-0.26%
Market cap
$2.7B
52-week range
14.62-16.45
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Beacon Large Cap Value R5 (AADEX)
  • Baron Emerging Markets Fd Inst Shs (BEXIX)
  • Conestoga Small Cap (CCALX)
  • Cohen & Steers Institutional Realty Shares (CSRIX)
  • Franklin Managed Income A (FBLAX)
  • Federated Hermes Kaufmann Small Cap A (FKASX)
  • Fidelity Select Defense & Aerospace Portfolio (FSDAX)
  • Fidelity Value Discovery (FVDFX)

Open DoubleLine Shiller Enhanced CAPE Class I (DSEEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.