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Upturn AI SWOT - About
DoubleLine Opportunistic Bond ETF (DBND)
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Upturn Advisory Summary
08/14/2025: DBND (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 8.88% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.95 | 52 Weeks Range 43.00 - 46.18 | Updated Date 06/29/2025 |
52 Weeks Range 43.00 - 46.18 | Updated Date 06/29/2025 |
Upturn AI SWOT
DoubleLine Opportunistic Bond ETF
ETF Overview
Overview
The DoubleLine Opportunistic Bond ETF (DBND) is an actively managed ETF focused on generating income and capital appreciation by investing in a diversified portfolio of fixed income securities across various sectors and credit qualities. It seeks to capitalize on opportunities within the global bond market.
Reputation and Reliability
DoubleLine Capital is a well-regarded investment management firm known for its expertise in fixed income investing.
Management Expertise
The ETF is managed by experienced portfolio managers with a proven track record in bond market analysis and security selection.
Investment Objective
Goal
To provide total return by investing in a portfolio of fixed income securities.
Investment Approach and Strategy
Strategy: Actively managed, employing a bottom-up, research-driven approach to identify undervalued securities across the fixed income spectrum.
Composition The ETF holds a diversified portfolio of bonds, including government, corporate, mortgage-backed, and asset-backed securities, with potential exposure to emerging market debt.
Market Position
Market Share: Data Unavailable
Total Net Assets (AUM): 2140000000
Competitors
Key Competitors
- PIMCO Active Bond ETF (BOND)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
- Vanguard Total Bond Market ETF (BND)
Competitive Landscape
The ETF industry is highly competitive, with several large players offering similar bond ETFs. DBND differentiates itself through DoubleLine's active management and opportunistic investment approach. Advantages include flexibility in security selection and potential for outperformance, while disadvantages include higher expense ratio compared to passive index ETFs.
Financial Performance
Historical Performance: Data unavailable. Use online resources to gather.
Benchmark Comparison: Data unavailable. Requires comparison against Bloomberg US Aggregate Bond Index.
Expense Ratio: 0.0052
Liquidity
Average Trading Volume
The average trading volume provides sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is relatively tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, credit spreads, and inflation expectations influence DBND's performance.
Growth Trajectory
DBND's growth depends on its ability to generate attractive risk-adjusted returns in varying market conditions. The fund's strategy and holdings may shift to capitalize on emerging opportunities within fixed income.
Moat and Competitive Advantages
Competitive Edge
DBND's competitive edge lies in DoubleLine's active management expertise, which allows it to identify undervalued securities and dynamically adjust the portfolio based on changing market conditions. The firm's focus on risk management and credit analysis further enhances its ability to deliver consistent performance. Its opportunistic approach and flexibility to invest across the fixed income spectrum differentiates it from purely index-tracking ETFs. However, its success is heavily reliant on the skill of its portfolio managers.
Risk Analysis
Volatility
DBND's volatility will depend on the types of bonds held, with higher-yielding bonds typically exhibiting greater price fluctuations.
Market Risk
Specific risks include interest rate risk, credit risk (default risk), liquidity risk, and potentially currency risk if the fund invests in foreign bonds.
Investor Profile
Ideal Investor Profile
DBND is suitable for investors seeking income and capital appreciation through a diversified fixed income portfolio. It may appeal to those who believe in active management and are comfortable with potentially higher risk in exchange for potentially higher returns.
Market Risk
DBND is suitable for both long-term investors and active traders who seek exposure to the bond market and are comfortable with active management.
Summary
DoubleLine Opportunistic Bond ETF is an actively managed fixed income ETF that seeks to provide total return by investing in a diversified portfolio of bonds. Managed by DoubleLine Capital, the fund aims to generate income and capital appreciation. Its performance depends on the manager's ability to identify undervalued securities and navigate changing market conditions. While DBND offers the potential for outperformance, it comes with a higher expense ratio than passive index ETFs, making it a choice best suited for those believing in the value of active bond management.
Peer Comparison
Sources and Disclaimers
Data Sources:
- DoubleLine Capital Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and a thorough understanding of the risks involved. Market share data might be dated and incomplete.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About DoubleLine Opportunistic Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the Advisor intends to invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in fixed income instruments or other investments with economic characteristics similar to fixed income instruments. It may invest in fixed income instruments of any credit quality, including those that are at the time of investment unrated or rated BB+ or lower by S&P or Ba1 or lower by Moody"s or the equivalent by any other nationally recognized statistical rating organization. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.