Shiller Enhanced CAPE® – Latest Commentary
Brochure: Shiller Enhanced CAPE – 3Q2021
- Campbell, J.Y., and R.J. Shiller, “Stock Prices, Earnings and Expected Dividends,” Journal of Finance, 43:3, 661-76, 1988
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Asset and sector allocation are subject to change any time and should not be considered a recommendation to buy or sell any security.
Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance current to the most recent month-end may be obtained by calling (213) 633-8200.
The opinions expressed are those of the Portfolio Manager(s) and are subject to change, are not guaranteed and should not be considered recommendations to buy or sell any security.
For the 1- year, 3-year and 5-year period ending 3/31/19, Morningstar ranked DSEEX in the 6th, 1st, and 1st percentile, respectively (for the I-share class) among 1,156, 1,127, and 1,040 funds, respectively in the Large Value category based on total returns. Rankings for other share classes may differ.
Morningstar Rankings represent a fund’s total-return rank relative to all funds that have the same Morningstar Category. The highest rank is 1 and the lowest is based on the total number of funds ranked in the category. It is based on Morningstar total return, which includes both income and capital gains or losses and is not adjusted for sales charges or redemption fees.
© 2019 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.