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In our assessment of popular bond funds, we looked at a group of bond funds that often make shortlists for advisors –DoubleLine Total Return Bond I, DoubleLine Core Fixed...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1044 | 1002 | 1084 | 968 | 1022 | 1206 |
Fund Return | 4.37% | 0.18% | 8.39% | -1.09% | 0.44% | 1.89% |
Place in category | 156 | 184 | 173 | 115 | 236 | 120 |
% in Category | 29 | 36 | 31 | 30 | 51 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DoubleLine Total Return Bond I | 24.26B | 4.51 | -1.39 | 1.62 | ||
DoubleLine Low Duration Bond I | 5.11B | 5.08 | 2.94 | 2.39 | ||
DoubleLine Total Return Bond N | 3.86B | 4.27 | -1.64 | 1.36 | ||
DoubleLine Flexible Income I | 955.51M | 8.03 | 2.22 | 3.10 | ||
DoubleLine Low Duration Bond N | 709.18M | 4.95 | 2.72 | 2.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 73.65B | 4.23 | 0.07 | 2.64 | ||
Strategic Advisers Core Income | 41.36B | 3.82 | -1.76 | 2.03 | ||
Bridge Builder Core Plus Bond | 37.04B | 3.99 | -1.07 | - | ||
PIMCO Total Return Instl | 35.63B | 4.36 | -1.61 | 1.85 | ||
Baird Core Plus Bond Inst | 35.24B | 4.05 | -1.07 | 2.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
2 Year Treasury Note Future Dec 24 | - | 54.30 | - | - | |
DoubleLine Infrastructure Income I | - | 4.61 | - | - | |
United States Treasury Bonds 1.13% | - | 3.84 | - | - | |
United States Treasury Notes 0.88% | - | 3.61 | - | - | |
US Treasury Bond Future Dec 24 | - | 3.60 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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