Mid-Cap Value · NYSE ARCA · USD · Data as of 2026-05-16
AUM
$31.16M
Expense ratio
0.20%
Yield
1.39%
YTD return
+9.06%
Last price
$33.89
Unclassified · Coverage 63% · low
Today
36.6
Outlook
54.8
Block A (composite-derived)
69.7
Block C (market behavior)
22.8
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
69.7
Coverage 63% · medium
Liquidity
—
Expenses
80.0
Performance
—
Volatility
—
Dividend
0.0
Concentration
95.0
Smart Money
69.6
Activist
98.8
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
DoubleLine ETF Trust (DFVE) is an exchange-traded fund from DoubleLine ETF Trust in the Mixed asset class. Launched in 2024. Assets under management: 31,163,680.
Bullish Whales composite rating: 70 out of 100. Evidence coverage 63% across 5 of 8 axes. Strongest axes: activist exposure, concentration, expenses.
Annualized one-year realized volatility 13%, classified moderate. Weakest axes: dividend, smart-money flow.
Top-10 weight 0%, diversified, led by INTC. Trailing yield 0%.
etf_composite_score_current · activist_score, composite_score, concentration_score, confidence, coverage_pct, dividend_score, expenses_score, smart_money_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yDoubleLine Fortune 500 Equal Mutual Fund is a type of mutual fund that focuses on investment diversification by equally weighting its portfolio across the companies within the Fortune 500 index. The primary purpose of this fund is to provide investors with balanced exposure to a wide array of high-capitalization US companies. Unlike funds that are capitalization-weighted, this equal-weight approach ensures that smaller companies within the index have a significant impact on the overall performance of the fund, offering a unique balance of opportunity and risk. By targeting a list of well-established and market-dominant companies, the mutual fund is positioned to reflect the overall economic health and market trends of the US economy. Through sectors like technology, healthcare, consumer goods, and more, the DoubleLine Fortune 500 Equal Mutual Fund plays a vital role in offering an alternative investment strategy that favors equitable allocation rather than size dominance, appealing to investors seeking a diversified approach within the domestic market landscape.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $31,163,680. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for DFVE are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.