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Morningstar

DoubleLine Flexible Income I DFLEX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.54  /  0.12 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.730%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Nontraditional Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 4.72%
  • Effective Duration 1.64 years

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis DFLEX

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

People Pillar

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

Summary

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DoubleLine Flexible Income 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-lowest fee quintile among peers.

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