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Morningstar

DoubleLine Low Duration Bond I DBLSX

Morningstar Analyst Rating
Quantitative rating as of | See DoubleLine Investment Hub
  • NAV / 1-Day Return 9.50  /  0.11 %
  • Total Assets 6.0 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.410%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 2.50%
  • Effective Duration 1.09 years

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:13 PM GMT+00:00

Morningstar’s Analysis DBLSX

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

People Pillar

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

Summary

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DoubleLine Low Duration Bond I's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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