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Morningstar

DoubleLine Shiller Enhanced CAPE® I DSEEX

Morningstar Analyst Rating
Quantitative rating as of | See DoubleLine Investment Hub
  • NAV / 1-Day Return 13.34  /  1.69 %
  • Total Assets 4.6 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.540%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style —
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 3.43%
  • Turnover 110%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis DSEEX

Will DSEEX 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 DSEEX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DSEEX 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 DSEEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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DoubleLine Shiller Enhanced CAPE® I's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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