CAPE – DoubleLine Shiller CAPE US Equities ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks total return which exceeds the total return of the S&P 500 Index. Under normal circumstances, the fund invests at least 80% of its net assets in U.S. equity securities, including exchange-traded investment companies that provide exposure to U.S. equity securities, subject to the limitations. It may invest in equity securities of companies of any market capitalization other than penny stocks. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	ETF	Open			Mar 31, 2022	$213.29M	0.650%	—	—	−$109.67M

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