Key stats
About DoubleLine ETF Trust DoubleLine Fortune 500 Equal Weight ETF
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Inception date
Jan 31, 2024
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Doubleline ETF Adviser LP
Distributor
Foreside Fund Services LLC
DFVE draws constituents from the Fortune 500 list, which comprises the top-ranked 500 US companies based on revenue. It follows an index that excludes private companies, those with non-NYSE or NASDAQ-listed equity securities, and entities failing to meet liquidity thresholds or listing period requirements. Unlike conventional indices, an equal-weighting methodology is adopted instead of a market capitalization scheme. To manage exposure, the fund may utilize derivatives, such as futures and swap contracts, as well as investments in registered open-end investment companies, including ETFs. Additionally, the fund may lend up to a third of its assets to generate additional income, with cash collateral redirected into money market instruments or funds. The fund engages in active and frequent trading, potentially resulting in a high portfolio turnover rate. The index is reconstituted annually and rebalanced quarterly.
Classification
What's in the fund
Exposure type
Finance
Retail Trade
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.