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Morningstar

MetLife Core Plus R LPCYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.01  /  0.37 %
  • Total Assets 277.7 Mil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.700%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 2.83%
  • Effective Duration —

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 1:16 AM GMT+00:00

Morningstar’s Analysis LPCYX

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

People Pillar

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

Summary

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MetLife Core Plus R earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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