Due to holiday schedule, we will not have newsletters on 12/19 and 12/26. We will resume the publication on January 2, 2017. We wish everyone happy holidays!
Enhanced Index Funds
In our previous newsletter, we reviewed the core mutual funds used in our brokerage plans. Among them, there are several so called enhanced index funds from PIMCO. In this newsletter, we look at these funds more closely, specifically enhanced index funds from DoubleLine.
DoubleLine Enhanced Shiller CAPE Funds
DoubleLine introduced these funds (DSENX (DoubleLine Shiller Enhanced CAPE N) or DSEEX for institutional class) in late 2013. Similar to PSPDX (PIMCO StocksPLUS D), The fund has had a stellar performance since its introduction.
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