DoubleLine Core Fixed Income Fund

DoubleLine Funds Trust · 4 share classes

Actively managed U.S. bond fund
One fund, 4 share classes:DBLFXDLFNXDDCFXDLFIX
$6.92B NAV
1,726 positions · as of 2026-06-30 · filed 2026-08-21

Fund classification

Classified from what the fund holds · as of 2026 Q2

DoubleLine Core Fixed Income Fund is an actively managed U.S. bond fund.

Asset class
Bonds
Region
United States
Management
Actively managed
Fund type
Open-end fund
Credit quality
Mixed credit
Rate sensitivity
Intermediate duration

Fund profile

As filed in the prospectus · 2025 Q4

The Funds investment objective is to seek to maximize current income and total return.

Strategy · summarised

The fund invests at least 80% of assets in fixed income instruments across all credit qualities, including government and corporate bonds, mortgage- and asset-backed securities, bank loans, and emerging market debt, with up to one-third of assets in below-investment-grade securities and related derivatives. Portfolio managers employ active asset allocation and duration management, targeting an effective duration between two and eight years to manage interest rate sensitivity. The fund may use derivatives, leverage, and short positions to adjust exposures or hedge, and may invest in other investment companies including other DoubleLine funds.

Expenses
0.45% 0.75%across 4 share classes
Share classGrossNet
DBLFX0.53%0.50%
DLFNX0.78%0.75%
DDCFX0.48%0.45%
DLFIX0.60%0.57%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 64.00% · as of 2025 Q4

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.20%
of net assets
Bonds49.05%
Securitized46.97%
Loans2.53%
Cash & short-term1.62%
2 smaller0.03%

Look-through blends 4 underlying funds; 0.0% of NAV was not looked through and stays direct-classified.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 338 new279 exited

Largest new: UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT ×4, FEDERAL HOME LOAN MORTGAGE CORP, DREYFUS GOVT CASH MGMT-I, NORTHERN INSTITUTIONAL FUNDS, Federal Home Loan Mortgage Corp.

Largest exited: First American Government Obli, JPMorgan US Government Money M, US TREASURY N/B ×2, Freddie Mac, Octagon Investment Partners 27, Trestles CLO LTD, WELLS FARGO & COMPANY

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+4.33%+13.07%+3.77%3.52%-5.89%
+4.08%+12.26%+2.49%3.53%-6.03%
+4.27%+13.22%+3.94%3.63%-5.89%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30

Avg coupon
3.85%
Avg maturity
14.64 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

21%
floating
Fixed rate71.7%
Floating rate21.3%
Zero-coupon or unclassified7.0%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1yUnknown
<1y7.5%
1-3y7.2%
3-5y13.9%
5-10y17.3%
10y+53.7%
Unknown0.4%
Flagged holdings
Defaulted: 0.00% · $0.13M · 9 positions
In arrears: 0.00% · $0.08M · 8 positions
Paid in kind: 0.03% · $1.70M · 7 positions

These three overlap — one holding can be in arrears and paying in kind at once — so they are shown separately and never summed.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

Most of this fund’s sensitivity is to interest rates, with credit spreads carrying about half as much.

Interest-rate duration
5.87 yr
approx. move per 100bp
Credit-spread duration
3.81 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -9.5%
of value
Interest rates61%
Credit spreads39%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+3.81
yrs total
Investment grade+3.19 yr
High yield+0.63 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate5.87 yr total
3 mo30 yr
3 mo0.01 yr0%
1 yr1.11 yr19%
5 yr2.79 yr48%
10 yr1.78 yr30%
30 yr0.17 yr3%
Credit spread3.81 yr total
3 mo30 yr
3 mo0.01 yr0%
1 yr0.25 yr6%
5 yr1.92 yr50%
10 yr1.32 yr35%
30 yr0.32 yr8%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+0.01+0.00+0.01$1.3k$5.0k
1 yr+1.11+0.19+0.06$129.5k$40.4k
5 yr+2.79+1.57+0.35$1.09m$239.5k
10 yr+1.78+1.12+0.20$773.9k$136.5k
30 yr+0.17+0.31+0.02$212.0k$11.0k

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT0.00% · due 2026-09-105.74%$397.13M
AMERICAN BEACON FUNDSBILDX3.76%$260.20M
UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT0.88% · due 2030-11-153.32%$229.85M
UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT1.13% · due 2040-08-153.22%$222.63M
DoubleLine Funds TrustDBELX2.88%$199.27M
DoubleLine Funds TrustDBLGX2.31%$159.88M
UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT0.63% · due 2030-05-151.66%$115.14M
UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT0.75% · due 2028-01-311.39%$96.42M
UNITED STATES OF AMERICA - BUREAU OF THE PUBLIC DEBT0.63% · due 2030-08-151.35%$93.41M
FEDERAL HOME LOAN MORTGAGE CORP3.00% · due 2052-05-010.79%$54.29M
Showing 10 of 1,726Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 26.43% of net assets, top 25 33.69%, across 1.2K issuers.

See more of this fund's book

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