Slides from the DoubleLine Funds Asset Allocation webcast for the month of September 30, 2017.

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TAB I U.S. Overview

Gross Domestic Product –Real and Nominal

DoubleLine Funds Asset Allocation

Source: Bloomberg

YoY -year-over-year; Nominal GDP is adjusted for inflation

GDP Now

As of October 2, 2017

DoubleLine Funds Asset Allocation

SSAR -Seasonally adjusted annual rate. You cannot invest directly in an index.

OECD Expansion Contraction Growth Indicator

January 1, 1997 to August 31, 2017

DoubleLine Funds Asset Allocation

Source: Organization for Economic Cooperation and Development (OECD), Doubleline

Contracting –Negative Growth YoY; Expansion –Positive Growth YoY; Accelerating Growth –Increasing YoY Growth

Consumer Confidence

DoubleLine Funds Asset Allocation

Source: Bloomberg

Conference Board Consumer Confidence Index -An indicator of the degree of optimism on the state of the economy that consumers express through savings and spending.

Bloomberg U.S. Economic Surprise: Hard vs. Soft Data Releases

DoubleLine Funds Asset Allocation

Source: Bloomberg

CEO Confidence

DoubleLine Funds Asset Allocation

Bloomberg

U.S. Conference Board Leading Economic Indicator

DoubleLine Funds Asset Allocation

Source: Bloomberg, DoubleLine

Conference Board U.S. Leading Index -Leading indicators include economic variables that tend to move before change in the overall economy. These indicators give a sense of the future state of an economy. YoY -year-over-year. You cannot invest directly in an index.

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