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Morningstar

DoubleLine Multi-Asset Growth A DMLAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.60  /  1.18 %
  • Total Assets 20.0 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.480%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.76%
  • Turnover 27%

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

Morningstar’s Analysis DMLAX

Will DMLAX 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 DMLAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DMLAX 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 DMLAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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DoubleLine Multi-Asset Growth A's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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