May 14 Webcast
on DoubleLine CAPE and Fortune Equal-Weighted Equity Funds
TAMPA,
Fla., May 14, 2024 /PRNewswire/ -- With the 10
largest stocks in the S&P 500 accounting for nearly a third of
the benchmark's market capitalization, investors in market-cap
weighted equity strategies are holding significant risk in a small
number of companies, many of which are concentrated in the
technology sector.
In a May 14, 2024, webcast,
DoubleLine Portfolio Managers Samuel
Lau and Jeff Mayberry will
discuss diversifying stock exposures away from market cap-weighted
strategies via the DoubleLine Shiller Enhanced CAPE mutual fund
(DSEEX/DSENX), the DoubleLine Shiller CAPE U.S. Equities ETF (CAPE)
and the DoubleLine Fortune 500 Equal Weight ETF (DFVE).
The CAPE ETF is different from traditional ETFs.
Traditional ETFs tell the public what assets they hold each day.
This ETF will not. This may create additional risks for your
investment. For example:
- You may have to pay more money to trade the ETF's shares. This
ETF will provide less information to traders, who tend to charge
more for trades when they have less information.
- The price you pay to buy ETF shares on an exchange may not
match the value of the ETF's portfolio. The same is true when you
sell shares. These price differences may be greater for this ETF
compared to other ETFs because it provides less information to
traders.
- These additional risks may be even greater in bad or uncertain
market conditions.
The differences between this ETF and other ETFs may also have
advantages. By keeping certain information about the ETF secret,
this ETF may face less risk that other traders can predict or copy
its investment strategy. This may improve the ETF's performance. If
other traders are able to copy or predict the ETF's investment
strategy, however, this may hurt the ETF's performance.
The live webcast will start at 4:15
pm Eastern/1:15 pm Pacific
Tuesday May 14, 2024. To register for
the webcast, please go to this landing page:
https://event.webcasts.com/starthere.jsp?ei=1635573&tp_key=27a5e04977
A video replay, accessible at the same registration page, will
be available a few days after the live webcast.
About DoubleLine
DoubleLine Capital LP is an investment adviser registered under
the Investment Advisers Act of 1940. DoubleLine's offices can be
reached by telephone at (813) 791-7333 or by email at
info@doubleline.com. Media can reach DoubleLine by email at
media@doubleline.com. DoubleLine® is a registered trademark of
DoubleLine Capital LP.
A Mutual Fund's investment objectives, risks, charges and
expenses must be considered carefully before investing. The
statutory and summary prospectus contains this and other important
information about the fund and may be obtained by calling 1 (877)
354-6311 / 1 (877) DLINE11 or visiting DoubleLine.com. Please read
the prospectus carefully before investing.
An ETFs investment objectives, risks, charges and expenses
must be considered carefully before investing. The statutory and
summary prospectus contain this and other important information
about the investment company, and may be obtained by calling (855)
937-0772, or visiting DoubleLine.com. Read them carefully
before investing.
Investing involves risk; Principal loss is possible.
DoubleLine Shiller Enhanced CAPE Mutual Fund Risk
Disclosure
Investments in debt securities typically decrease
in value when interest rates rise. This risk is usually greater for
longer-term debt securities. Investments in lower-rated and
non-rated securities present a greater risk of loss to principal
and interest than higher-rated securities. Investments in ABS and
MBS include additional risks that investors should be aware of such
as credit risk, prepayment risk, possible illiquidity and default,
as well as increased susceptibility to adverse economic
developments. The Fund invests in foreign securities which involve
greater volatility and political, economic and currency risks and
differences in accounting methods. These risks are greater for
investments in emerging markets. The Fund may use leverage which
may cause the effect of an increase or decrease in the value of the
portfolio securities to be magnified and the Fund to be more
volatile than if leverage was not used. Derivatives involve special
risks including correlation, counterparty, liquidity, operational,
accounting and tax risks. These risks, in certain cases, may be
greater than the risks presented by more traditional investments.
Investing in ETFs involve additional risks such as the market price
of the shares may trade at a discount to its net asset value
("NAV"), an active secondary trading market may not develop or be
maintained, or trading may be halted by the exchange in which they
trade, which may impact a Funds ability to sell its shares. The
fund may make short sales of securities, which involves the risk
that losses may exceed the original amount invested. Equities may
decline in value due to both real and perceived general market,
economic and industry conditions.
The fund achieves its equity index-related returns primarily
through the use of excess return swaps. The fund is entitled to
receive the approximate return of the equity index under the terms
of the swap, subtracted by the costs of the swap (e.g. short term
financing costs).
DoubleLine Shiller CAPE U.S. Equities ETF Risk
Disclosure
Investing involves risk. Principal loss is
possible. Equities may decline in value due to both real and
perceived general market, economic and industry conditions. The
Fund is a "non-diversified" investment company and therefore may
invest a greater percentage of its assets in the securities of a
single issuer or a limited number of issuers than funds that are
"diversified." Accordingly, the Fund is more susceptible to risks
associated with a single economic, political or regulatory
occurrence than a diversified fund might be. ETF investments
involve additional risks such as the market price trading at a
discount to its net asset value, an active secondary trading market
may not develop or be maintained, or trading may be halted by the
exchange in which they trade, which may impact a fund's ability to
sell its shares. For additional information regarding the unique
attributes and risks of the ETF, see the Prospectus and SAI, which
are available on the ETF's website.
DoubleLine Fortune 500 Equal Weight ETF Risk
Disclosure
Equities may decline in value due to both real
and perceived general market, economic and industry conditions. ETF
investments involve additional risks such as the market price
trading at a discount to its net asset value, an active secondary
trading market may not develop or be maintained, or trading may be
halted by the exchange in which they trade, which may impact a
fund's ability to sell its shares. The Fund may use leverage which
may cause the effect of an increase or decrease in the value of the
portfolio securities to be magnified and the Fund to be more
volatile than if leverage was not used. Derivatives involve special
risks including correlation, counterparty, liquidity, operational,
accounting and tax risks. This risks in certain cases, may be
greater than the risks presented by more traditional investments.
For additional information regarding the unique attributes and
risks of the ETF, see the Prospectus and SAI, which are available
on the ETF's website.
DoubleLine Funds are distributed by Quasar Distributors,
LLC.
DoubleLine ETFs are distributed by Foreside Fund Services, LLC.
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SOURCE DoubleLine