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Upturn AI SWOT - About
DoubleLine ETF Trust (DFVE)
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Upturn Advisory Summary
10/24/2025: DFVE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 6.79% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 |
Upturn AI SWOT
DoubleLine ETF Trust
ETF Overview
Overview
DoubleLine ETF Trust provides exposure to various fixed-income strategies, managed by experienced professionals. It aims to provide current income while seeking to preserve capital.
Reputation and Reliability
DoubleLine is known for its expertise in fixed income and macro analysis, with a solid track record.
Management Expertise
The management team, led by Jeffrey Gundlach, has extensive experience in fixed-income markets.
Investment Objective
Goal
To provide current income while seeking to preserve capital.
Investment Approach and Strategy
Strategy: Active management focusing on various sectors of the fixed-income market.
Composition Primarily holds bonds, including government, corporate, and mortgage-backed securities.
Market Position
Market Share: Dependent on the specific fund within DoubleLine ETF Trust, varies within fixed income.
Total Net Assets (AUM): Dependent on the specific fund within DoubleLine ETF Trust. This information is fund-specific.
Competitors
Key Competitors
- AGG
- LQD
- BND
- IEF
- TLT
Competitive Landscape
The fixed-income ETF market is highly competitive, with many established players. DoubleLine's advantage lies in its active management style and macroeconomic insights, but it faces challenges from low-cost, passive index trackers. DoubleLine has better active management than competitors. Disadvantage is that DoubleLine fees could be higher.
Financial Performance
Historical Performance: Highly dependent on the specific DoubleLine ETF Trust fund. Historical data would be fund-specific.
Benchmark Comparison: Performance varies relative to its benchmark depending on management's investment decisions.
Expense Ratio: Dependent on the specific fund within DoubleLine ETF Trust. This information is fund-specific.
Liquidity
Average Trading Volume
The average trading volume varies between DoubleLine ETF Trust funds, and depends on the specific ticker.
Bid-Ask Spread
Bid-ask spread depends on the fund and market conditions; typically, spreads are competitive for well-established funds.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and macroeconomic conditions significantly impact the fund's performance.
Growth Trajectory
Growth trajectory depends on market conditions and investor demand for actively managed fixed-income strategies.
Moat and Competitive Advantages
Competitive Edge
DoubleLine's competitive advantage lies in its actively managed approach within the fixed-income market, which aims to outperform passive benchmarks. This active approach is enhanced by the fund's macroeconomic views and expertise in credit analysis. DoubleLine focuses on generating alpha through security selection and duration management. The firm's reputation and leadership contribute to investor confidence, attracting assets under management despite potentially higher fees.
Risk Analysis
Volatility
Volatility depends on the specific fund and its underlying holdings; actively managed funds can exhibit varying levels of volatility.
Market Risk
Exposed to interest rate risk, credit risk, and market fluctuations, as well as risk related to specific sectors like mortgage-backed securities.
Investor Profile
Ideal Investor Profile
Suitable for investors seeking income generation from fixed-income investments and who are comfortable with active management.
Market Risk
Suitable for long-term investors seeking income and capital preservation, but potentially less suitable for passive index followers seeking the lowest possible expense ratios.
Summary
DoubleLine ETF Trust provides access to actively managed fixed-income strategies, aiming to deliver current income and preserve capital. The funds are managed by experienced professionals leveraging macroeconomic insights and credit analysis. Performance will vary relative to passive benchmarks depending on management's investment decisions and market conditions. These strategies may be attractive to investors seeking potential outperformance, but are not for individuals seeking only passive tracking. DoubleLine has a focus on the fixed income market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- DoubleLine ETF Trust Website
- Morningstar
- Bloomberg
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data and performance are subject to change. Investors should consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.