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Upturn AI SWOT - About
SPDR® DoubleLine Total Return Tactical ETF (TOTL)
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Upturn Advisory Summary
10/24/2025: TOTL (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 10.78% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.94 | 52 Weeks Range 37.54 - 40.33 | Updated Date 06/29/2025 |
52 Weeks Range 37.54 - 40.33 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® DoubleLine Total Return Tactical ETF
ETF Overview
Overview
The SPDRu00ae DoubleLine Total Return Tactical ETF (TOTL) seeks to maximize total return, consistent with prudent investment management. It invests primarily in a diversified portfolio of fixed income securities, employing a tactical asset allocation strategy managed by DoubleLine Capital.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record in the market.
Management Expertise
DoubleLine Capital, led by Jeffrey Gundlach, manages the fund's portfolio, bringing significant expertise in fixed income investing.
Investment Objective
Goal
To maximize total return, consistent with prudent investment management, by investing primarily in a diversified portfolio of fixed income securities.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, allocating assets tactically across various fixed income sectors based on DoubleLine's market outlook.
Composition The ETF holds a diversified mix of fixed income securities, including U.S. government bonds, corporate bonds, mortgage-backed securities, and asset-backed securities.
Market Position
Market Share: Data unavailable
Total Net Assets (AUM): 3730000000
Competitors
Key Competitors
- AGG
- BND
- BSV
- LQD
Competitive Landscape
The competitive landscape for fixed income ETFs is dominated by large, passively managed funds like AGG and BND. TOTL differentiates itself through active management by DoubleLine, offering potential for outperformance but also higher fees. Active management allows for flexibility but performance depends on manager skill.
Financial Performance
Historical Performance: Data unavailable
Benchmark Comparison: Data unavailable
Expense Ratio: 0.55
Liquidity
Average Trading Volume
TOTL exhibits moderate liquidity with an average daily trading volume around 300,000 shares.
Bid-Ask Spread
The bid-ask spread for TOTL is typically narrow, usually a few cents, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
TOTL's performance is influenced by interest rate movements, credit spreads, and overall economic conditions. Changes in monetary policy and inflation expectations can significantly impact the ETF's value.
Growth Trajectory
The ETF's growth depends on its ability to deliver competitive returns relative to its benchmark and peers. Changes in DoubleLine's investment strategy and asset allocation can affect its future performance.
Moat and Competitive Advantages
Competitive Edge
TOTL's competitive advantage lies in its active management by DoubleLine Capital, a well-respected fixed income manager. The ETF offers a tactical approach to fixed income investing, potentially generating higher returns than passive strategies. DoubleLine's expertise in mortgage-backed securities and other specialized fixed income sectors provides a unique advantage. The active management style provides flexibility in various market environments.
Risk Analysis
Volatility
TOTL's volatility is generally lower than equity ETFs but higher than passively managed bond ETFs due to its active management. It can be impacted by interest rate risk and credit risk.
Market Risk
TOTL is exposed to interest rate risk, credit risk, and market risk. Rising interest rates can negatively impact bond prices, while credit risk arises from the possibility of issuers defaulting on their debt.
Investor Profile
Ideal Investor Profile
The ideal investor for TOTL is one seeking a diversified fixed income portfolio with the potential for higher returns through active management. It's suitable for investors who understand and accept the risks associated with active management and are comfortable with moderate volatility.
Market Risk
TOTL is suitable for long-term investors seeking income and capital appreciation, as well as those looking to diversify their portfolio with fixed income assets. It may also appeal to active traders who believe in DoubleLine's ability to outperform the market.
Summary
The SPDRu00ae DoubleLine Total Return Tactical ETF (TOTL) is an actively managed fixed income ETF seeking to maximize total return. It is managed by DoubleLine Capital, offering a tactical approach to fixed income investing. The ETF holds a diversified portfolio of fixed income securities and its performance is influenced by interest rates and economic conditions. Investors should consider TOTL if they seek active fixed income management and understand the associated risks and fees.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors, DoubleLine Capital, ETF.com, Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Market share data not available.
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 SPDR® DoubleLine Total Return Tactical ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the Sub-Adviser will invest at least 80% of the fund's net assets in a portfolio of fixed income securities of any credit quality. The fund may invest up to 25% of its net assets in corporate high yield securities (commonly known as junk bonds). It may invest up to 15% of its net assets in securities denominated in foreign currencies, and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.
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.