DBULX Mutual Fund

NAV$9.91

Fund Essentials

Net Assets
$5M
Expense Ratio
0.23%
Dividend Yield (Current)
0.31%
Holdings
14
Inception Date
Jun 30, 2016
Fund Family
DoubleLine Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

1 Year-0.80%
3 Year-0.08%
5 Year+0.79%

Asset Allocation

Stocks: 12.62%
Bonds: 44.06%
Cash: 43.32%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
0.31%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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DBULX Mutual Fund Overview

DBULX Mutual Fund (DoubleLine Ultra Short Bond Fund Class I) is managed by DoubleLine Funds with $5.4M in net assets. DBULX expense ratio is 0.23%, holding 14 positions across various sectors. Inception date: 2016-06-30.

DBULX performance shows data across multiple time periods. The 1-year return is -0.80% and the 5-year return is 0.79%. DBULX dividend yield stands at 0.31%, paid monthly.

DBULX top holdings include a diversified portfolio. View all DBULX holdings, sector breakdown, or dividend history.

DBULX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DBULX alternatives are available via the screener, along with tax-loss harvesting opportunities.