NASDAQ · Asset Management

DoubleLine Shiller Enhanced CAPE (DSENX) Stock

$15.83 -0.19% NASDAQ: DSENX Financial Services

The fund aims to generate a total return, comprising both capital appreciation and current income, that exceeds the performance of the Shiller Barclays CAPE® US Sector TR USD Index. This is primarily achieved by employing financial derivatives, or a blend of derivatives and direct investments, to closely mimic the index's returns before accounting for fees and expenses.

Valuation

MetricValue
Price$15.83
Market Cap$2.76B
P/E Ratio
P/B Ratio
P/S Ratio
EPS (TTM)
52-Week High$16.43
52-Week Low$14.60
Dividend Yield4.16%

Financials & Margins

MetricValue
ROE
ROA
ROCE
Gross Margin
Operating Margin
Net Margin
Debt/Equity
Current Ratio

Valuation & Return Ratios

MetricValue
PEG Ratio
EV / EBITDA
FCF Yield
Quick Ratio
Interest Coverage
Return 1Y3.33%
Return 3Y33.35%
Return 5Y25.37%

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
EBNEXAmerican Funds Emerging Markets Bond Fund Class F-1 $8.11 -0.25% 9.65 $3.87B 6.17%
FWAFXFidelity Advisor Worldwide A $41.97 +0.70% $4.22B 9.77%
FWCFXFidelity Advisor Worldwide Fund Class C $38.57 +0.70% $4.22B 10.37%
FWTFXFidelity Advisor Worldwide Fund Class M $41.40 +0.71% $4.22B 9.73%
JPBRXJPMorgan SmartRetirement Blend 2035 Fund Class R5 $36.55 -0.08% $3.86B 2.68%

About DoubleLine Shiller Enhanced CAPE

The fund aims to generate a total return, comprising both capital appreciation and current income, that exceeds the performance of the Shiller Barclays CAPE® US Sector TR USD Index. This is primarily achieved by employing financial derivatives, or a blend of derivatives and direct investments, to closely mimic the index's returns before accounting for fees and expenses. Additionally, the fund strategically allocates capital to a diversified portfolio of debt securities, seeking to provide further long-term total return.

DoubleLine Shiller Enhanced CAPE is headquartered in US.

DoubleLine Shiller Enhanced CAPE (DSENX) stock trades at $15.83 with a market capitalization of $2.76B. Over the past 52 weeks the stock has ranged between $14.60 and $16.43, and currently trades 3.7% below its 52-week high. It pays a dividend yielding 4.16%.

Official website: doubleline.com/funds/shiller-enhanced-cape/

Related Financial Services Stocks

BRK.A Insurance - Diversified $733370.00 +0.00% BRK.B FIRE, MARINE & CASUALTY INSURANCE $482.70 +0.00% JPM Banks - Diversified $357.52 +0.34% V Financial - Credit Services $362.50 -2.15% MA Financial - Credit Services $562.95 -2.26% BAC Banks - Diversified $63.17 +0.27% HSBC Banks - Diversified $102.60 -1.06% MS Financial - Capital Markets $203.19 -3.97% GS Financial - Capital Markets $980.75 -5.09% RY Banks - Diversified $206.45 -2.79% WFC Banks - Diversified $83.87 -3.45% MUFG Banks - Diversified $21.94 -2.18%

Popular Stocks

Apple (AAPL)Microsoft (MSFT)NVIDIA (NVDA)Alphabet (GOOGL)Amazon (AMZN)Meta (META)Tesla (TSLA)Broadcom (AVGO)Eli Lilly (LLY)Exxon Mobil (XOM)

Screens featuring this stock

High ROE Financial Services StocksLow P/E Financial Services StocksHigh Net Margin Financial Services StocksDividend Financial Services StocksLow Debt Financial Services StocksNasdaq High ROE StocksAll stock screens
Run Stock Screener Investing Guides