| 11.37 Net Asset Value | -0.26% 1 Day | +0.35% Year-to-Date | Overall Morningstar Rating |
| Intermediate-term bond Style or Category | No Load Sales Expenses | 0.51% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +0.29% | 3 years | +10.34% | |
| 3 months | +1.50% | 5 years | -- | |
| 1 year | +7.22% | Since inception | +12.25% |
| DBLTX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +5.97% |
| Expense ratio | 0.51% | 0.92% |
| Risk 5 year sharpe ratio | -- | 1.31 |
| Net assets | $40.7B | $3.5B |
| Average market cap | -- | -- |
| Average P/E | -- | -- |
| Portfolio turnover | 15% | 15% |
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| Fund family | DoubleLine |
| Fund manager & tenure | Philip Barach / 3 Years |
| Minimal initial investment | $100,000.00 |
| Minimum IRA investment | $5,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- US Treasury Note 1.625% | 3.23% |
| -- US Treasury Note 2% | 1.76% |
| -- FNMA 3% | 1.25% |
| -- FNMA 3.5% | 0.96% |
| -- FNMA 3% | 0.94% |
| -- FNMA 3% | 0.88% |
| -- FNMA 3.5% | 0.86% |
| -- FNMA 3.5% | 0.86% |
| -- FHLMC 3% | 0.61% |
| -- FNMA 3.5% | 0.60% |
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