CAPE

📎 Investment Objective

The DoubleLine Shiller CAPE U.S. Equities ETF (CAPE) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Shiller Barclays CAPE® US Sector TR USD Index.

✨ Key Features

• Seeks to track the Shiller Barclays CAPE® US Sector TR USD Index, which uses the CAPE ratio to identify undervalued U.S. equity sectors
• Invests in a portfolio of U.S. equity securities based on the index's sector weightings
• Aims to provide exposure to U.S. equities with a value-oriented approach
• Relatively low expense ratio of 0.00%

⚠️ Primary Risks

• Market risk: The value of the ETF's investments may decline due to general market conditions or other factors
• Sector concentration risk: The ETF's performance may be more volatile than a more diversified fund due to its focus on specific sectors
• Valuation risk: The CAPE ratio may not accurately identify undervalued sectors, leading to potential underperformance
• Liquidity risk: The ETF may have difficulty trading certain securities, which could adversely affect its performance

👤 Best For

The DoubleLine Shiller CAPE U.S. Equities ETF may be suitable for investors seeking exposure to U.S. equities with a value-oriented approach, and who have a long-term investment horizon and a moderate to high risk tolerance.