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Morningstar

DoubleLine Core Fixed Income I DBLFX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.49  /  0.36 %
  • Total Assets 7.3 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.470%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 3.99%
  • Effective Duration 5.96 years

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis DBLFX

Will DBLFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DBLFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DBLFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of DBLFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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DoubleLine Core Fixed Income I’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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