Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
DoubleLine ETF Trust(DCMT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DCMT
09/25/2026: DCMT (2-star) has a low Upturn Star Rating. Not recommended to BUY.
DCMT is an actively managed ETF that provides targeted exposure to securitized debt, particularly mortgage-backed securities, managed by the experts at DoubleLine. Its primary strength lies in specialized active security selection, making it a powerful tool for income-focused portfolios that require more than basic treasury exposure. The fund is best used as a core or satellite income holding, though investors must be aware of the specific credit and prepayment risks inherent in securitized assets. It is most suitable for income-oriented investors who monitor the housing market and interest rate trends closely, as the fund is managed to actively navigate these cycles.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This ETF is designed for income generation rather than capital appreciation. |
| Momentum investor | Mixed fit | This is a strong fit while the signal for credit-sensitive assets remains positive. |
| Value investor | Mixed fit | It may appeal to value investors seeking yield where others see complex risk. |
| Dividend/Income investor | Strong fit | The fund is explicitly structured to provide a consistent stream of monthly income. |
| Low-risk investor | Medium / high | While bonds are safer than equities, the securitized nature of the holdings introduces unique prepayment and credit risks. |
Investor Profile
Ideal Investor Profile
The ideal investor is looking for income-focused exposure to credit-sensitive fixed income and trusts active management to navigate complexity.
Suitability
Best suited for long-term income-oriented investors who have a higher risk tolerance than traditional Treasury bond holders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Securitized debt prices can fluctuate significantly in response to interest rate changes. |
| Market risk | Medium | Systemic economic downturns can impact the creditworthiness of underlying mortgage and asset-backed securities. |
| Concentration | Medium / high | The fund is heavily concentrated in the securitized debt sector. |
| Tracking/expense | Low | As an active fund, it does not aim to track an index, making tracking error irrelevant. |
| Liquidity | Medium | Some underlying mortgage securities may become less liquid during market stress. |
| Business/sector quality | Medium | The quality of the collateral backing the securitized instruments is a primary determinant of safety. |
Risk Analysis
Volatility
DCMT experiences moderate volatility typical of securitized debt, which is generally higher than Treasury bonds but lower than equities.
Market Risk
Primary risks include credit default risk, interest rate duration risk, and prepayment risk specific to the underlying mortgage-backed securities.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | Non-Agency Mortgage-Backed Securities | 50 | These securities provide yield premiums over government-backed debt and form the core income engine of the portfolio. |
| Fixed-income type | Asset-Backed Securities (ABS) | 30 | Diversified exposure to consumer or corporate debt pools helps manage duration and interest rate sensitivity. |
| Fixed-income type | Agency Mortgage-Backed Securities | 15 | These highly liquid, government-guaranteed securities offer stability and capital preservation. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Cash holdings are maintained for liquidity needs and to facilitate opportunistic purchases in the bond market. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 36.41% | Avg. Invested days 84 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 27, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $45.12M |
| Issuer | DoubleLine ETF Trust |
| Distribution Yield | 2.67% |
| Inception | Jan 31, 2024 |
Performance
| Period | Total Return |
|---|---|
| YTD | +44.11% |
| 1 Year | +42.94% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 23.07% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|
Top Holdings
| Holding | Weight |
|---|---|
| Dreyfus Government Cash Management Fund | 1.66% |
| Morgan Stanley Institutional Liquidity Funds - Government Portfolio | 1.61% |
| Northern Institutional Funds - Treasury Portfolio | 1.61% |
Upturn AI Summary
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.
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.