The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
DoubleLine Shiller CAPE US Equities ETF CAPE
Morningstar’s Analysis CAPE
Will CAPE outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 32.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Meta Platforms Inc Class A | 5.59 | 22.5 Mil | Communication Services |
Amazon.com Inc | 5.33 | 21.4 Mil | Consumer Cyclical |
Tesla Inc | 3.97 | 16.0 Mil | Consumer Cyclical |
Berkshire Hathaway Inc Class B | 3.51 | 14.1 Mil | Financial Services |
Alphabet Inc Class A | 2.73 | 11.0 Mil | Communication Services |
JPMorgan Chase & Co | 2.62 | 10.5 Mil | Financial Services |
The Home Depot Inc | 2.43 | 9.8 Mil | Consumer Cyclical |
Alphabet Inc Class C | 2.30 | 9.2 Mil | Communication Services |
Prologis Inc | 2.09 | 8.4 Mil | Real Estate |
American Tower Corp | 1.85 | 7.4 Mil | Real Estate |