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Morningstar

DoubleLine Total Return Bond I DBLTX

Morningstar Analyst Rating
Analyst rating as of | See DoubleLine Investment Hub
  • NAV / 1-Day Return 9.00  /  0.55 %
  • Total Assets 34.0 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.480%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 3.78%
  • Effective Duration 6.02 years

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis DBLTX

Will DBLTX 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 DBLTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DBLTX 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 DBLTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Finely tuned.

Analyst

Summary

| by Sam Kulahan

DoubleLine Total Return Bond is backed by a skilled leader and a deep team, along with a robust approach to the securitized market, which has evolved over time, including through increased specialization and formalization. All of the strategy's share classes earn a Morningstar Analyst Rating of Bronze.

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