Seeks to maximize total return from current income and capital appreciation by investing in mortgage-backed securities and other fixed-income instruments.
DoubleLine funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $100,000.
Visit DoubleLine's website to open an account and purchase DBLTX.
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DoubleLine Total Return Bond Fund Class I
Pre-filled with DBLTX's historical average return
DBLTX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on DBLTX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
DoubleLine Total Return Bond Fund Class I
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Pre-filled with DBLTX's historical average return
Important: This projection uses simplified assumptions based on DBLTX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
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DBLTX is the ticker symbol for DoubleLine Total Return Bond Fund Class I, a Intermediate Core-Plus Bond mutual fund managed by DoubleLine. Seeks to maximize total return from current income and capital appreciation by investing in mortgage-backed securities and other fixed-income instruments.
DBLTX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
DBLTX has posted a 1-year return of +1.10%, 3-year return of +5.75%, 5-year return of +0.43%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
DBLTX requires a minimum initial investment of $100,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether DBLTX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Intermediate Core-Plus Bond category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.
