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DSHGX

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1d
1w
1m

Analysis and statistics

  • Open
    24.0376$
  • Previous Close
    24.0376$
  • 52 Week Change
    --
  • Day Range
    0.00$
  • 52 Week High/Low
    --
  • Dividend Per Share
    --
  • Market cap
    --$
  • EPS
    --
  • Beta
    --
  • Volume
    --

About

DSHGX.US represents the DoubleLine Shiller Enhanced CAPE® I, a mutual fund offered by DoubleLine Capital. The fund seeks long-term capital appreciation by employing a strategy that combines the principles of the Shiller CAPE® (Cyclically Adjusted Price Earnings) ratio with DoubleLine's fundamental research and active management. It primarily invests in U.S. equities, selecting stocks based on their relative attractiveness according to the Shiller CAPE® methodology while also considering factors like financial health and growth potential. As a mutual fund, it pools money from many investors to purchase a diversified portfolio of stocks, and its performance fluctuates with the stock market and the fund's specific investment decisions.
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Factors

Expense Ratio: A higher expense ratio directly reduces the fund's net asset value, impacting its price negatively.

Underlying Holdings Performance: Positive performance of the stocks and bonds held within DSHGX.US drives the fund's price upward, conversely, negative performance lowers it.

Market Interest Rates: Rising interest rates generally decrease the value of bond holdings within the fund, lowering its price, especially if the fund holds long-term bonds.

Fund Flows: Significant inflows can increase demand, potentially raising the price; substantial outflows can force the fund to sell assets, potentially lowering the price.

Economic Conditions: Overall economic health impacts the performance of companies and bond markets, indirectly affecting DSHGX.US's price; strong growth generally boosts stock prices.

Management Strategy: The skill and effectiveness of the fund's managers in selecting investments and managing risk play a key role in the fund's performance and therefore its price.

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