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Upturn AI Summary
Doubleline ETF Trust - DoubleLine Commercial Real Estate ETF(DCRE)
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 DCRE
10/07/2026: DCRE (1-star) is currently NOT-A-BUY. Pass it for now.
DCRE is an actively managed ETF that provides exposure to commercial real estate debt, primarily through commercial mortgage-backed securities and real estate loans. By leveraging the expertise of DoubleLine Capital, the fund seeks to deliver consistent income while navigating the complexities of the CRE market. Its main strength lies in its active selection process, which can help manage default risks that passive funds might ignore. Investors should be aware of risks related to sector concentration, interest rate sensitivity, and potential volatility in real estate credit. The fund is most suitable for income-focused investors who want to add an active, specialized real estate debt component to their portfolio.
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 | The fund is primarily structured for income generation rather than capital appreciation through equity growth. |
| Momentum investor | Weak fit | DCRE is not designed to capture short-term price momentum, but rather to hold long-term income-generating assets. |
| Value investor | Strong fit | Value-oriented investors may find the discounted entry points in CRE debt attractive for yield. |
| Dividend/Income investor | Strong fit | The fund's focus on income generation makes it highly suitable for portfolios prioritizing regular yield. |
| Low-risk investor | Mixed fit | While it generates income, the underlying CRE debt carries credit and interest rate risks that may exceed those of treasury-heavy portfolios. |
Investor Profile
Ideal Investor Profile
Income-focused investors who understand the risks of commercial real estate and seek professional management in the debt space.
Suitability
Best suited for long-term income-oriented investors looking for diversification away from traditional equity and government bond markets.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Changes in interest rates and market perception of real estate health can impact price stability. |
| Market risk | Medium / high | The fund is sensitive to macroeconomic conditions affecting commercial property performance. |
| Concentration | Medium / high | Focusing specifically on CRE debt increases sensitivity to sector-specific economic downturns. |
| Tracking/expense | Low | As an active fund, the expense ratio is higher than passive alternatives but reflects professional management costs. |
| Liquidity | Medium | Underlying CRE assets can be less liquid than equities, potentially impacting trade execution. |
| Business/sector quality | Medium | The fund relies on the creditworthiness of underlying borrowers and property cash flows. |
Risk Analysis
Volatility
DCRE exhibits moderate volatility typical of fixed-income instruments, though sensitive to real estate credit cycles.
Market Risk
The fund carries significant risk related to commercial real estate performance, interest rate movements, and credit default risk.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | Commercial Mortgage-Backed Securities (CMBS) | 75 | These securities provide yield derived from pools of commercial real estate loans. |
| Fixed-income type | Commercial Real Estate Loans / Debt | 20 | Direct debt exposure offers specific income streams backed by commercial property collateral. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Cash holdings are maintained for liquidity needs and tactical reinvestment opportunities. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 15.56% | Avg. Invested days 218 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/07/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 7, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $441.72M |
| Issuer | DoubleLine ETF Trust |
| Expense Ratio | 39% |
| Distribution Yield | 4.95% |
| Inception | Mar 31, 2023 |
Performance
| Period | Total Return |
|---|---|
| YTD | +1.83% |
| 1 Year | +2.92% |
| 3 Year | +5.66% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 1.22% |
| 3Y Volatility | 1.31% |
| 3Y Sharpe Ratio | 0.84 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
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 | 1.68% |
| Northern Institutional Funds - Treasury Portfolio | 1.63% |
| Morgan Stanley Institutional Liquidity Funds - Government Portfolio | 1.63% |
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.
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