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

Manager:

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).

JNBA Financial Advisors

8500 Normandale Lake Boulevard, Suite 450, Minneapolis MN 55437
952.844.0995     800.675.4793     info@jnba.com

 

11 E. Superior Street, Suite 130, Duluth MN 55802                                                                              218.249.0044     800.675.4793   

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