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CAPE - Doubleline Shiller Cape U.S. Equities ETF

Doubleline Shiller Cape U.S. Equities ETF logo CAPE (DoubleLine Shiller Enhanced CAPE ETF) is an exchange-traded fund (ETF) that seeks to provide investors with exposure to U.S. equities that are selected based on the Shiller CAPE ratio. The ETF is managed by DoubleLine Capital, a California-based asset management firm that specializes in fixed income investments.

As an equity ETF, CAPE invests primarily in U.S. equities that are selected based on the Shiller CAPE ratio, which is a valuation metric that measures the price of a stock relative to its average earnings over the past 10 years, adjusted for inflation. The ETF seeks to track the performance of the Shiller Barclays CAPE US Core Sector Index, which is a benchmark that includes U.S. stocks that meet certain liquidity and other criteria.

As of September 2021, the CAPE ETF had total net assets of around $880 million and was invested in a diversified portfolio of U.S. equities selected based on the Shiller CAPE ratio. The fund's holdings are managed by the investment professionals at DoubleLine Capital, who have extensive experience in managing fixed income and equity investments.

In terms of performance, CAPE's returns can be influenced by a range of factors that affect the performance of the U.S. equity markets, including economic conditions, interest rates, and political developments. As a result, the ETF can be subject to significant price volatility, and its performance may not always align with the performance of other asset classes.

Investing in an equity ETF like CAPE carries significant risks, including the potential for loss of the initial investment. Additionally, investors should be aware that equity ETFs are intended to be long-term investments and may not be suitable for short-term trading.

Investors should carefully consider their investment objectives and risk tolerance before investing in CAPE or any other equity ETF. It is also important to note that investing in individual stocks carries significant risks, and investors should consider diversifying their investments across different asset classes to reduce their exposure to market




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