Patrick R. McDowell, CFP®, AIF® was quoted in a US News & World Report article featured in Yahoo! Finance by Rebecca Lake.
Patrick R. McDowell, research analyst and portfolio manager at Arbor Wealth Management in Florida, says DSEEX isn't necessarily the easiest investment to understand, but "it's the best mutual fund a young person with a 10-plus year time horizon could own in a 401(k) account." The fund's objective is a total return exceeding the Shiller Barclays CAPE US Sector USD Index. McDowell says DSEEX rebalances sectors of the market, based on what's cheapest using the CAPE ratio, which represents a cyclically adjusted price-to-earnings ratio. The fund has delivered a 13.71 percent annualized return since its inception in October 2013 and McDowell says there's a strong likelihood it will continue to outperform the S&P 500.