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- Upturn Summary
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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
10/09/2026: 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 38.04% | Avg. Invested days 86 | 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 10/09/2026 |
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