DFVE – DoubleLine Fortune 500 Equal Weight ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to track the investment results of the Barclays Fortune 500 Equal Weighted Total Return Index. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities that comprise the underlying index, or derivatives transactions that provide investment exposure to the underlying index or securities that comprise the underlying index. The fund will concentrate its investments in securities of issuers in any one industry or group of industries to the extent that the underlying index reflects a concentration in that industry or group of industries.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DFVE	Doubleline Fortune 500 Equal Weight ETF	ETF	Open	—	—	Jan 31, 2024	—	0.200%	—	—	—
DFVE	Doubleline Fortune 500 Equal Weight ETF	ETF	Open	—	—	Jan 31, 2024	$44.12M	0.200%	—	—	$24.20M

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