Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.39% 0.18% 86.39M 11983.97
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 78.81M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term total return while striving to generate current income. Under normal circumstances, the Fund intends to invest at least 80% of its net assets in asset-backed securities of any kind, including those backed by installment loan contracts, leases of various types of real, personal and other property.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Medium Term
Peer Group Short-Intmdt Investment Grade Debt Funds
Global Macro Bond HC
US Macro Short/Intermediate Investment-Grade Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Short-Intmdt Investment Grade Debt Funds
Fund Owner Firm Name DoubleLine Funds
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
6.73%
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0.86%
0.15%
8.94%
6.84%
4.63%
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7.50%
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5.57%
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5.18%
As of December 13, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.83%
Stock 0.00%
Bond 96.92%
Convertible 0.00%
Preferred 0.00%
Other 0.25%
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Basic Info

Investment Strategy
The Fund seeks long-term total return while striving to generate current income. Under normal circumstances, the Fund intends to invest at least 80% of its net assets in asset-backed securities of any kind, including those backed by installment loan contracts, leases of various types of real, personal and other property.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Medium Term
Peer Group Short-Intmdt Investment Grade Debt Funds
Global Macro Bond HC
US Macro Short/Intermediate Investment-Grade Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Short-Intmdt Investment Grade Debt Funds
Fund Owner Firm Name DoubleLine Funds
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

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