JPIE - TOTL: Lagging Its Benchmark And Peers

2024-01-24 15:18:27 ET

Summary

• SPDR® DoubleLine Total Return Tactical ETF is an actively managed debt fund with a 12-month trailing yield of 4.88%.
• The TOTL ETF portfolio has a low risk profile, but it has missed its objective to outperform its benchmark since inception.
• It has underperformed 4 of its close competitors over the last 15 months.

TOTL strategy

SPDR® DoubleLine Total Return Tactical ETF ( TOTL ) is an actively managed debt exchange-traded fund ("ETF") paying monthly distributions launched on 2/23/2015. It has a 12-month trailing yield of 4.88%, a yield to maturity of 5.93% and an expense ratio of 0.55%....

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