DoubleLine Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return1.962.844.750.901.80
    Category Average-0.433.644.44-1.062.17
    Assets for Each Yr*62.3971.9078.5274.8878.97
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 1.80 2.96 3.22

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $78,967 mil $100,000 0.22 99.78
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 5.0 6.98 0.67 Very Low
    International Stock -- 0.08 0.75 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 4.0 91.86 0.66 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-20-19

      Sector YTD Return % % Net Assets  
    Transocean Ltd* Energy 36.31 0.00

    Best 5-Year Relative Performance | More
    03-20-19

    Worst 5-Year Relative Performance | More
    03-20-19

    Lowest Expenses | More
    03-20-19

    Highest Expenses | More
    03-20-19

    Longest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    DoubleLine Total Ret Philip A. Barach 9.00
    DoubleLine Multi-Ass Samuel Garza 8.20
    DoubleLine Low Durat Philip A. Barach 5.80
    DoubleLine Core Fixe Jeffrey E. Gundlach 5.70
    DoubleLine Shiller E Jeffrey E. Gundlach 5.40

    Shortest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    DoubleLine Colony Rl Jeffrey E. Gundlach 0.30
    DoubleLine Strategic Jeffrey J. Sherman 1.70
    DoubleLine Shiller E Jeffrey E. Gundlach 2.20
    DoubleLine Ultra Sho Jeffrey Lee 2.60
    DoubleLine Global Bo Jeffrey E. Gundlach 2.80