CAPEiPath Shiller CAPE ETN
CAPE Fund Description
CAPE tracks a tier-weighted index that selects four sectors in the S&P 500 using long-term relative value and price momentum.
CAPE Factset Analytics Insight
CAPE is a unique offering in the US large-cap segment, as it covers just four of the nine S&P 500 sectors at any time. To determine which sectors to include, the underlying index determines four sectors with strongest relative strength and momentum. Then the chosen sectors are equally weighted, with stocks weighted by market-cap within each sector. This exposure is dynamic, subject to a monthly rebalance that can give investors very different economic and risk exposure month to month.
CAPE Portfolio Management
CAPE Tax Exposures
CAPE Fund Structure
CAPE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of CAPE. CAPE is rated a N/A out of 5.
CAPE Economic Development
CAPE Performance Statistics
CAPE Benchmark Comparison Summary
CAPE Benchmark Comparison Market Cap Size