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DFVE
Upturn stock ratingUpturn stock rating

DoubleLine ETF Trust (DFVE)

Upturn stock ratingUpturn stock rating
$30.63
Last Close (24-hour delay)
Profit since last BUY8.66%
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Consider higher Upturn Star rating
BUY since 59 days
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  • SELL Advisory (Loss)​
  • Profit
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Upturn Advisory Summary

08/14/2025: DFVE (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 2.97%
Avg. Invested days 45
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 24.25 - 30.31
Updated Date 06/30/2025
52 Weeks Range 24.25 - 30.31
Updated Date 06/30/2025

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DoubleLine ETF Trust

stock logo

ETF Overview

overview logo Overview

DoubleLine ETF Trust offers actively managed fixed-income ETFs, focusing on sectors like mortgage-backed securities and corporate bonds. Its investment strategy emphasizes credit analysis and duration management to generate income and manage risk.

reliability logo Reputation and Reliability

DoubleLine Capital is known for its expertise in fixed-income investing, with a strong reputation built by Jeffrey Gundlach.

reliability logo Management Expertise

The management team has extensive experience in fixed-income markets, led by seasoned portfolio managers.

Investment Objective

overview logo Goal

To maximize total return from income and capital appreciation, consistent with prudent investment management.

Investment Approach and Strategy

Strategy: Active management focused on identifying undervalued opportunities in fixed-income markets.

Composition Primarily invests in mortgage-backed securities, corporate bonds, and government securities.

Market Position

Market Share: DoubleLine's ETF market share varies depending on the specific ETF and its focus within the broader fixed-income ETF market.

Total Net Assets (AUM): 1000000000

Competitors

overview logo Key Competitors

  • AGG
  • LQD
  • HYG
  • IEF

Competitive Landscape

The fixed-income ETF market is highly competitive. DoubleLine differentiates itself through active management and credit selection, which can offer advantages or disadvantages depending on market conditions. Larger ETFs like AGG offer broader diversification and lower expense ratios but lack active management.

Financial Performance

Historical Performance: Historical performance data (returns, volatility) should be obtained from financial data providers.

Benchmark Comparison: Benchmark performance will vary based on the specific DoubleLine ETF and its investment focus. Comparison data is available from financial data providers.

Expense Ratio: 0.5

Liquidity

Average Trading Volume

Average trading volume can vary greatly and should be checked in real-time.

Bid-Ask Spread

Bid-ask spreads vary depending on the ETF, the time of day, and market conditions.

Market Dynamics

Market Environment Factors

Interest rate changes, credit spreads, and economic growth all impact DoubleLine's fixed-income ETFs.

Growth Trajectory

Growth depends on investor demand for active fixed-income management and the ability of the ETF to generate competitive returns.

Moat and Competitive Advantages

Competitive Edge

DoubleLine's competitive edge lies in its active management approach and expertise in credit analysis, particularly in mortgage-backed securities. Jeffrey Gundlach's reputation and the firm's disciplined investment process contribute to investor confidence. This active management strategy aims to outperform passive benchmarks. However, active management also comes with higher expense ratios and the risk of underperformance.

Risk Analysis

Volatility

Volatility depends on the ETF's specific holdings and market conditions.

Market Risk

Interest rate risk, credit risk, and liquidity risk are all relevant to DoubleLine's fixed-income ETFs.

Investor Profile

Ideal Investor Profile

Investors seeking income and potential capital appreciation through active fixed-income management.

Market Risk

Suitable for long-term investors who understand the risks and potential rewards of active fixed-income investing.

Summary

DoubleLine ETF Trust offers actively managed fixed-income solutions leveraging DoubleLine's expertise. These ETFs aim to deliver superior risk-adjusted returns through credit analysis and duration management. Performance hinges on the fund manageru2019s skill and the prevailing market conditions. Investors should understand that active management entails higher expense ratios and the possibility of underperforming passive benchmarks. Careful consideration of the fund's objectives and risks is essential before investing.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • DoubleLine Capital, ETF.com, Bloomberg, Morningstar

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should conduct their own due diligence and consult with a financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About DoubleLine ETF Trust

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities that comprise the underlying index, or derivatives transactions that provide investment exposure to the underlying index or securities that comprise the underlying index. The fund will concentrate its investments in securities of issuers in any one industry or group of industries to the extent that the underlying index reflects a concentration in that industry or group of industries.