Morningstar

DoubleLine Commercial Real Estate Debt ETF DCRE

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

Morningstar’s Analysis DCRE

Will DCRE 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 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.

Not like its peers.

Principal Brian Moriarty

Brian Moriarty

Principal

Summary

DoubleLine Commercial Real Estate ETF’s narrow focus may relegate it to a niche role in a diversified portfolio, but it stands out for the competence of its management team and thoughtful implementation.

by Brian Moriarty
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Portfolio Holdings DCRE

More DCRE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fnma Pass-Thru I

1.44 6M
Securitized

Federal National Mortgage Association

1.41 6M
Securitized

BNY Dreyfus Govt Cash Mgmt Instl

1.32 6M
Cash and Equivalents

Federal National Mortgage Association

1.29 6M
Securitized

Morgan Stanley Instl Lqudty Govt Instl

1.28 6M
Cash and Equivalents

Northern Institutional Treasury

1.28 6M
Cash and Equivalents

Arbor Realty Commercial Real Estate Notes 2016-FL1 Ltd.

1.15 5M
Securitized

MF1 2026-FL21 LLC

1.12 5M
Securitized

Federal National Mortgage Association

1.03 4M
Securitized

BANK5 2023-5YR2

0.93 4M
Securitized

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