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Morningstar

DoubleLine Fortune 500 Equal Weight ETF DFVE

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

Morningstar’s Analysis DFVE

Will DFVE 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 DFVE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

DoubleLine Fortune 500 Equal Weight ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DFVE

More DFVE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

A-Mark Precious Metals Inc

0.35 44,421
Financial Services

Vistra Corp

0.34 43,290
Utilities

Carvana Co Class A

0.32 39,960
Consumer Cyclical

NRG Energy Inc

0.30 38,467
Utilities

Newmont Corp

0.30 37,971
Basic Materials

Dell Technologies Inc Ordinary Shares - Class C

0.30 37,264
Technology

Alcoa Corp

0.29 37,198
Basic Materials

Coupang Inc Ordinary Shares - Class A

0.29 36,810
Consumer Cyclical

Jackson Financial Inc

0.29 36,584
Financial Services

Tenet Healthcare Corp

0.29 36,515
Healthcare