DoubleLine Shiller Enhanced CAPE (DSENX) Research
The fund aims to generate a total return, comprising both capital appreciation and current income, that exceeds the performance of the Shiller Barclays CAPE® US Sector TR USD Index. This is primarily achieved by employing financial derivatives, or a blend of derivatives and direct investments, to closely mimic the index's returns before accounting for fees and expenses. Additionally, the fund strategically allocates capital to a diversified portfolio of debt securities, seeking to provide further long-term total return.
Market snapshot
- Symbol
- DSENX
- Price
- $15.29
- Day change
- -0.26%
- Market cap
- $2.8B
- 52-week range
- 14.6-16.43
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Funds Emerging Markets Bond Fund Class F-1 (EBNEX)
- Fidelity Advisor Worldwide Fund Class A (FWAFX)
- Fidelity Advisor Worldwide Fund Class C (FWCFX)
- Fidelity Advisor Worldwide Fund Class M (FWTFX)
- JPMorgan SmartRetirement Blend 2035 Fund Class R5 (JPBRX)
- JPMorgan SmartRetirement Blend 2035 Fund Class R6 (JPYRX)
- MFS Series Trust I: MFS Core Equity Fund - Class A (MRGAX)
- PGIM Jennison Utility Fund Class A (PRUAX)
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