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Real Estate and Income Fund – Latest Commentary

1Q 2022 All Funds Commentary

Video

Smart Beta Update. Click here to listen to Jeffrey Sherman & Portfolio Manager Jeff Mayberry discuss the Real Estate and Income Fund as of April 12, 2022.

Diversification does not assure a profit, nor does it protect against a loss in a declining market.

For the latest Real Estate and Income Fund standardized performance, please click here

Asset and sector allocation are subject to change any time and should not be considered a recommendation to buy or sell any security.

Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance current to the most recent month-end may be obtained by calling (213) 633-8200.

©2022 DoubleLine

Mutual fund investing involves risk; Principal loss is possible

Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer‐term debt securities. Investments in lower‐rated and non‐rated securities present a greater risk of loss to principal and interest than higher‐rated securities. Investments in Asset‐Backed and Mortgage‐Backed Securities include additional risks that investors should be aware of such as credit risk, prepayment risk, possible illiquidity and default, as well as increased susceptibility to adverse economic developments. The Fund may use certain types of investment derivatives. Derivatives involve risks different from, and in certain cases, greater than the risks presented by more traditional investments. Derivatives may involve certain costs and risk such as liquidity, interest rate, market, credit, management and the risk that a position could not be closed when most advantageous. Investing in derivatives could lose more than the amount invested. The Fund may also invest in securities related to real estate, which may decline in value as a result of factors affecting the real estate industry. Investments in foreign securities include the risk that the Fund’s investments will be affected by political, regulatory, and economic risks not present in domestic investments.

A fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The statutory prospectus and summary prospectus (if available) contain this and other important information about the investment company and may be obtained by Clicking here. In addition, a free hard-copy is available by calling 1 (877) 354-6311/1 (877) DLINE11. Please read the prospectuses carefully before investing.

For our Funds that are no-load mutual funds, management fees and other expenses will apply. Please refer to the prospectus for further details.

The DoubleLine Funds are offered only to United States residents, and information on this website is intended only for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of any DoubleLine Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

Please note that by using this website and/or sending DoubleLine any information via this website, you acknowledge that any personal information you provide to us will be subject to our Privacy Policy, which has been designed to comply with applicable laws in the various jurisdictions in which DoubleLine does business. If you have reached out to us on an unsolicited basis from outside the United States, local data privacy regulations may not apply to the information that you provide.

DoubleLine Alternatives LP is the investment adviser to the DoubleLine Strategic Commodity Fund, the DoubleLine Real Estate and Income Fund, and the DoubleLine Multi-Asset Trend Fund. DoubleLine Capital LP is the investment adviser to each of the other DoubleLine mutual funds and sub-adviser to the DoubleLine Real Estate and Income Fund and the DoubleLine Multi-Asset Trend Fund. DoubleLine Capital LP and DoubleLine Alternatives LP are investment advisers registered with the SEC under the Investment Advisers Act of 1940. The DoubleLine mutual funds are distributed by Quasar Distributors, LLC. DoubleLine Capital LP is the investment adviser to the DoubleLine Closed-End Funds. Distributed by Foreside Funds Services, LLC.

DoubleLine®, the DoubleLine logo, the DoubleLine Funds logo and The Sherman Show logo are all registered trademarks of DoubleLine Capital LP.

©2022 DoubleLine

Mutual fund investing involves risk; Principal loss is possible

Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer‐term debt securities. Investments in lower‐rated and non‐rated securities present a greater risk of loss to principal and interest than higher‐rated securities. Investments in Asset‐Backed and Mortgage‐Backed Securities include additional risks that investors should be aware of such as credit risk, prepayment risk, possible illiquidity and default, as well as increased susceptibility to adverse economic developments. The Fund may use certain types of investment derivatives. Derivatives involve risks different from, and in certain cases, greater than the risks presented by more traditional investments. Derivatives may involve certain costs and risk such as liquidity, interest rate, market, credit, management and the risk that a position could not be closed when most advantageous. Investing in derivatives could lose more than the amount invested. The Fund may also invest in securities related to real estate, which may decline in value as a result of factors affecting the real estate industry. Investments in foreign securities include the risk that the Fund’s investments will be affected by political, regulatory, and economic risks not present in domestic investments.

The fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The statutory prospectus and summary prospectus (if available) contain this and other important information about the investment company and may be obtained by clicking here. In addition, a free hard-copy is available by calling 1 (877) 354-6311/1 (877) DLINE11. Please read the prospectuses carefully before investing.

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Suite 200
Tampa
FL 33602

813.791.7333

 

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