Core Fixed Income Fund
Investment Objective
The Fund’s objective is to seek to maximize current income and total return.
Philosophy
The DoubleLine Core Fixed Income team believes that active asset allocation of the Fund’s investments is of paramount importance in their efforts to mitigate risk and achieve better risk-adjusted returns.
Fund Facts
Retail and Institutional Class
No Load Mutual Fund
Retail N-share | Inst. I-share | |
Ticker | DLFNX | DBLFX |
Min Investment | $2,000 | $100,000 |
Min IRA Investment | $500 | $5,000 |
Gross Expense Ratio | 0.73% | 0.48% |
Benchmark | Bloomberg Aggregate Bond Index | |
Fund Inception Date | 6/1/2010 |
Investment Description
DoubleLine Core Fixed Income Fund diversifies sector allocation across a broad range of fixed income sectors including Government, Mortgage-Backed Securities, Global Diversified Credits, International and Emerging Markets tactically allocating gradually to maximize total returns. Experienced, long-tenured sector specialist teams are responsible for the security selection within their sector based on in-depth research and established processes.
Diversification does not assure a profit or protect against loss in a declining market.