DBFRX Mutual Fund

NAV$8.93

Fund Essentials

Net Assets
$81M
Expense Ratio
0.80%
Dividend Yield (Current)
6.91%
Holdings
343
Inception Date
Feb 1, 2013
Fund Family
DoubleLine Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-0.08%
1 Year+6.16%
3 Year+7.58%
5 Year+5.27%
10 Year+4.52%

Asset Allocation

Stocks: 0.16%
Bonds: 85.30%
Cash: 9.55%
Other: 5.00%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
6.91%
Frequency
Monthly
Latest Distribution
$0.03
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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DBFRX Mutual Fund Overview

DBFRX Mutual Fund (DoubleLine Floating Rate Fund Class I) is managed by DoubleLine Funds with $80.9M in net assets. DBFRX expense ratio is 0.80%, holding 343 positions across various sectors. Inception date: 2013-02-01.

DBFRX performance shows a YTD return of -0.08%. The 1-year return is 6.16% and the 5-year return is 5.27%. DBFRX dividend yield stands at 6.91%, paid monthly.

DBFRX top holdings include a diversified portfolio. View all DBFRX holdings, sector breakdown, or dividend history.

DBFRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DBFRX alternatives are available via the screener, along with tax-loss harvesting opportunities.