Doubleline Shiller Enhanced CAPEDSEEX

MUTUAL FUNDDoubleLine
Type
Mutual fund
Peer group
Taxable bond
Net assets
$2.8B
Expense ratio
0.56%
1-year return
+1.5%
3 years, a year
+10.6%
5 years, a year
+4.3%
12-month yield
4.41%
Holdings
787

What it aims to do.

The Funds investment objective is to seek total return which exceeds the total return of its benchmark index over a full market cycle.

Top 10 holdings.

Holding% of fund
US Treasury N/B7.71%
US Treasury N/B7.00%
US Treasury N/B3.49%
US Treasury N/B3.29%
US Treasury N/B3.07%
Treasury Bill1.72%
Octagon Investment Partners Xx0.97%
Sound Point CLO LTD0.88%
Oak Hill Credit Partners0.88%
Preston Ridge Partners Mortgag0.80%

More on DSEEX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.