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DoubleLine Opportunistic Bond ETF DBND

Morningstar Medalist Rating
Medalist Rating as of | See DoubleLine Investment Hub

Morningstar’s Analysis DBND

Will DBND outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DBND’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DBND management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DBND’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in DoubleLine Opportunistic Bond ETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DBND

More DBND Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.75%

10.40 27.9 Mil
Government

United States Treasury Notes 4%

4.22 11.3 Mil
Government

United States Treasury Notes 4.625%

4.09 11.0 Mil
Government

United States Treasury Notes 4%

2.92 7.8 Mil
Government

Morgan Stanley Var 12/49

1.79 4.8 Mil
—

Jpmorgan U.S. Var 12/49

1.79 4.8 Mil
—

Federal Home Loan Mortgage Corp. 5.5%

1.11 3.0 Mil
Securitized

Fnma Pass-Thru I 2.5%

1.07 2.9 Mil
Securitized

Federal Home Loan Mortgage Corp. 2.5%

1.01 2.7 Mil
Securitized

Fnma Pass-Thru I 5%

0.99 2.7 Mil
Securitized