Morningstar

DoubleLine Shiller CAPE US Equities ETF CAPE

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

Morningstar’s Analysis CAPE

Will CAPE 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 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.

DoubleLine Shiller CAPE US Equities ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CAPE

More CAPE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

5.49 21.3 Mil
Consumer Cyclical

Meta Platforms Inc Class A

5.16 20.0 Mil
Communication Services

Tesla Inc

4.20 16.3 Mil
Consumer Cyclical

Procter & Gamble Co

3.52 13.6 Mil
Consumer Defensive

Berkshire Hathaway Inc Class B

3.39 13.1 Mil
Financial Services

Costco Wholesale Corp

3.39 13.1 Mil
Consumer Defensive

Alphabet Inc Class A

2.89 11.2 Mil
Communication Services

Walmart Inc

2.73 10.6 Mil
Consumer Defensive

JPMorgan Chase & Co

2.61 10.1 Mil
Financial Services

Alphabet Inc Class C

2.43 9.4 Mil
Communication Services

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