Morningstar

DoubleLine Shiller CAPE U.S. Equities ETF CAPE

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

Morningstar’s Analysis CAPE

Will CAPE outperform in the 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 CAPE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CAPE 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 CAPE’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DoubleLine Shiller CAPE US Equities ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CAPE

More CAPE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meta Platforms Inc Class A

3.54 9M
Communication Services

Berkshire Hathaway Inc Class B

2.98 8M
Financial Services

JPMorgan Chase & Co

2.76 7M
Financial Services

Walmart Inc

2.71 7M
Consumer Defensive

Alphabet Inc Class A

2.47 6M
Communication Services

Welltower Inc

2.42 6M
Real Estate

Prologis Inc

2.33 6M
Real Estate

Costco Wholesale Corp

2.26 6M
Consumer Defensive

Alphabet Inc Class C

1.96 5M
Communication Services

Visa Inc Class A

1.88 5M
Financial Services

Sponsor Center