Ultra Short Bond Fund Management Team

Jeffrey Lee, Portfolio Manager, Global Developed Credit
Monica Erickson, CFA, Portfolio Manager, Global Developed Credit - Investment Grade

Jeffrey Lee, Portfolio Manager, Global Developed Credit

Jeffrey LeeJeffrey Lee

Mr. Lee joined DoubleLine's Global Developed Credit Group in 2012. He is a Portfolio Manager and Trader of the Ultra Short Bond Fund. Mr. Lee is also an investment grade Credit Analyst. Previous to DoubleLine, he was a Senior Vice President at TCW for 17 years which included five years as a Credit Analyst and five years as a Money Market Trader. Mr. Lee holds a BS in Finance from California State Polytechnic University, Pomona.

Monica Erickson, CFA, Portfolio Manager, Global Developed Credit - Investment Grade

Monica Erickson, CFAMonica Erickson, CFA

Ms. Erickson joined DoubleLine's Global Developed Credit Group in 2009. She is Head of Investment Grade within the group and participates in DoubleLine's Fixed Income Asset Allocation committee. Prior to DoubleLine, Ms. Erickson was a Vice President in the Corporate Bond group at TCW where she was involved in the management of the Firm's corporate credit fixed income and structured products. Previous to TCW, she was a Vice President at Froley, Revy Investment Company for over 15 years, active in managing several convertible strategies. Ms. Erickson holds a BS in Business, summa cum laude from the University of Southern California. She is a CFA charterholder, a past board member of CFA Society of Los Angeles, and the current chair of the Charter Recognition committee for the CFA Society of Los Angeles. She is also on the Educational Committee of 100 Women in Finance.

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Mutual fund investing involves risk; Principal loss is possible. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investments in Asset-Backed and Mortgage-Backed securities include additional risks that investors should be aware of including credit risk, prepayment risk, possible illiquidity and default, as well as increase susceptibility to adverse economic developments. Investments in foreign securities may involve political, economic and currency risks, greater volatility and differences in accounting methods. These risks are greater for investments in emerging markets. In order to achieve its investment objectives, the Fund may use certain types of exchange traded funds or investment derivatives. Derivatives involve risks different from, and in certain cases, greater than the risks presented by more traditional investments. Derivatives may involve certain costs and risks such as liquidity, interest rate, market, credit, management and the risk that a position could not be closed when more advantageous. Investing in derivatives could lose more than the amount invested. ETF investments involve additional risks such as the market price trading at a discount to its net asset value, an active secondary trading market may not develop or be maintained or trading may be halted by the exchange in which they trade, which may impact the fund’s ability to sell its shares. Investments in real estate securities may involve greater risk and volatility including greater exposure to economic downturns and changes in real estate values, rents, property taxes, interest rates, tax and other laws. A REIT’s share price may decline because of adverse developments affecting the real estate industry.

The fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The statutory prospectus and summary prospectus (if available) contain this and other important information about the investment company and may be obtained by clicking here. In addition, a free hard-copy is available by calling 1 (877) 354-6311/1 (877) DLINE11. Please read the prospectuses carefully before investing.


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