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DSEEX DoubleLine Shiller Enhanced CAPE® I

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Fund DSEEX DoubleLine Shiller Enhanced CAPE® I
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Similarity
?
100%
Annual Fees
?
$67.61
(0.64% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$42,773.48
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 17.71%
3 YR 14.19%
5 YR --
10 YR --
Description
The investment seeks total return which exceeds the total return of its benchmark index. The fund seeks total return (capital appreciation and current income) in excess of the Shiller Barclays CAPE® US Sector TR USD Index. It will seek to use derivatives, or a combination of derivatives and direct investments to provide a return that tracks closely the performance of the index. The fund will also invest in a portfolio of debt securities to seek to provide additional long-term total return. It may invest up to 5% of its net assets in defaulted corporate securities.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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