DoubleLine, the fund company started by bond king Jeffrey Gundlach, said it had net inflows of $833.78 million in July — and a chunk of that was to a stock fund . The DoubleLine Shiller Enhanced CAPE fund ( DSEEX ) had a net inflow of $117.07 million in.
Besides the iShares suite of ETFs, the chart also includes the S&P 500, Russell 1000 Value and Russell 1000 Growth indexes, in addition to two popular mutual funds , the aforementioned Pimco fund and the DoubleLine Shiller Enhanced CAPE fund ( DSEEX ) .
The Dublin-domiciled GIS Income doubled in size and became the biggest mutual fund in Europe after ranking 15th as of Dec. 31, according to data from Morningstar Inc. Ivascyn’s status as a bond star, built on a decade of strong performance at the.
But it can also be applied inside a mutual fund wrapper, as is the case of the DoubleLine Shiller Enhanced CAPE Fund ( DSEEX ), which has nearly $270 million invested in it, according to Morningstar . The fund identifies the most undervalued sectors of.
Morningstar's Kevin McDevitt also envisions splitting market indexes, but in a different fashion. As McDevitt points out, closed-end funds have a major investment advantage over both traditional mutual funds and ETFs: They are never troubled by redemptions.
These days, most U.S. investors would rather suck a lemon than invest in Europe. Recent elections in the Netherlands and upcoming ones in France and Italy, all calling into question the viability of the European Union, have only added to investor caution.
21, 2016 /PRNewswire/ -- The DoubleLine Shiller Enhanced CAPE® fund ("the Fund") now has a three-year track record and a five-star Morningstar rating for past risk-adjusted performance. The Fund is distributed ... same three-year period. The Fund I.
The end-of-summer blahs and elevated geopolitical uncertainty took their toll on the stock market and stock mutual funds in ... Large Company Growth Fund (TSAGX) topped 95% of its large-cap growth peers tracked by Morningstar Direct in August.
When investors are in a quandary as to the best mutual funds to own, they frequently turn to expert sources to help them make their decisions. And for fund investors, there is usually considered to be no more of an expert source than the Morningstar.com site.
The fund, which launched in April 2010 and is DoubleLine's flagship, attracted a net $3.05 billion in new cash for all of 2016, the Morningstar data showed. Overall, DoubleLine's U.S. open-end mutual funds saw outflows of $190 million for January.
Morningstar ... funds have a Gold rating, 334 have a Silver rating, and 546 funds have a Bronze rating. A large number of funds, 603, are rated Neutral, with only 11 receiving a Negative rating. Funds with a Medalist rating now represent about 6% of unique.
It's time once more for my annual screen for fantastic funds. With just a few key screens, I pare the universe of more than 8,000 mutual funds to just 43 ... Cheapest quintile of category. Morningstar studies show that funds in the cheapest quintile.