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DBLTX, TOTL or both?

I am interested in purchasing one or both of these Doubleline funds for a portion of my bond portfolio. My research indicates that each of these funds have a substantial mortgage backed securities component but that Mr Gundlach intends TOTL to be a bit more risky than DBLTX.

Would it make sense to own both of this funds or just one? Thanks!

Comments

  • @Bitzer
    Do your other bond fund holdings have any overlap/duplication of holdings of these Doubleline funds?
    As noted, both are mortgage leaning; with DBLTX having about 87% of holdings stated as AAA credit quality (as of 3-31-16). The stated credit quality of TOTL is lower. If I was interested in this bond area at this time, I would have a coin toss.
    Of little help, I suspect; but just a look.
  • Thanks, Catch. Maybe a little of each...
  • JG talks about the difference between TOTL and DBLTX.

    IBD: What are the similarities and differences between the Total Return Fund and TOTL, the ETF?

    Gundlach: They're not the same.

    The interest-rate risk in TOTL is the same

    Read more: http://www.nasdaq.com/article/is-doublelines-jeffrey-gundlach-the-new-bond-king-cm505054#ixzz3rNvBpyY9
    FWIW, I use TOTL. My other fixed income funds include PIMIX, AGG and muni CEFs/OEF.

    Here's a discussion on TOTL at M*.
    socialize.morningstar.com/NewSocialize/forums/p/361154/3752952.aspx#3752952
  • I certainly hope that there was more to the conversation than shown above:

    "IBD: What are the similarities and differences between the Total Return Fund and TOTL, the ETF?

    Gundlach: They're not the same."


    What an illuminating reply! Sounds like an argument with my wife.
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