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Morningstar

DoubleLine Commercial Real Estate ETF DCRE

Morningstar Medalist Rating
Medalist Rating as of | See DoubleLine Investment Hub

Morningstar’s Analysis DCRE

Will DCRE outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DCRE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DCRE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DCRE’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit DoubleLine Commercial Real Estate ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DCRE

More DCRE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal National Mortgage Association 0%

2.87 3.9 Mil
Securitized

Us Dollar

2.26 3.0 Mil
Cash and Equivalents

Morgan Stanley Var 12/49

1.75 2.4 Mil
—

Jpmorgan U.S. Var 12/49

1.75 2.4 Mil
—

FEDERAL HOME LN MTG CORP MULTICLASS MTG PARTN CTFS GTD 4.367%

1.66 2.2 Mil
Securitized

BBCMS MORTGAGE TRUST 2024-C24 5.229%

1.60 2.2 Mil
Securitized

BMO 2024-5C4 MORTGAGE TRUST 6.0171%

1.50 2.0 Mil
Securitized

HTL COMMERCIAL MORTGAGE TRUST 2024-T53 0%

1.48 2.0 Mil
Securitized

Arbor Realty Commercial Real Estate Notes 2022-FL1 Ltd/LLC 0%

1.48 2.0 Mil
Securitized

GPMT 2021-FL4 LTD 0%

1.46 2.0 Mil
Securitized