DoubleLine Total Return Bond manager Jeffrey Gundlach's experience and strong record are clear strengths. Balancing that, however, DoubleLine has denied requests for access to investment personnel and information on the strategy. Under our new methodology, the strategy's institutional and R6 share classes earn a Morningstar Analyst Rating of Bronze; its more-expensive no-load share class earns a Neutral.
Will DLTNX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DLTNX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DLTNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of DLTNX’s parent organization’s priorities and whether they’re in line with investors’ interests.