The Quarterly

Featured Investment Corner

by:  Investment Committee

The "Featured Investment Corner" profiles a new investment each quarter that the JNBA Investment Committee has chosen to reflect the strategies of many portfolios at our firm. Our hope is to provide additional insight behind the strategies implemented by our Investment Committee. If you have any questions about the featured investment, or the specifics of your own portfolio, please contact your Senior Wealth Advisor.

DoubleLine Total Return FundCircle Graph


Jeffrey Gundlach (Founded DoubleLine in 2009, but along with co-manager Philip Barach, managed TCW Total Return Bond fund from 1993-2009, winning Morningstar Manager of the Year honors in 2006)

Investment Strategy:

Focuses primarily on mortgage-backed securities within the fixed income markets. Pays careful attention to security selection and emphasizes appropriate risk/return areas of the market.

One year return through 8/31/11 = 11.64% (top 1% of 1,145 funds in the Morningstar Intermediate Bond category).

Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, Inc.

JNBA Financial Advisors

8500 Normandale Lake Boulevard, Suite 450, Minneapolis MN 55437
952.844.0995     800.675.4793


324 West Superior Street, Suite 200, Duluth, MN 5802
218.249.0044     800.675.4793

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