Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
Anfield Dynamic Fixed Income ETF ADFI
Morningstar’s Analysis ADFI
Will ADFI outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares US Treasury Bond ETF | 24.02 | 9.9 Mil | — |
Invesco Fundamental Hi Yld® Corp Bd ETF | 20.05 | 8.2 Mil | — |
iShares iBoxx $ Invmt Grade Corp Bd ETF | 17.67 | 7.3 Mil | — |
iShares MBS ETF | 16.71 | 6.9 Mil | — |
Janus Henderson AAA CLO ETF | 11.03 | 4.5 Mil | — |
SPDR® Blmbg High Yield Bd ETF | 6.70 | 2.8 Mil | — |
iShares Convertible Bond ETF | 3.23 | 1.3 Mil | — |
Us Dollars | 0.38 | 156,646 | Cash and Equivalents |
Us Dollar Future | 0.12 | 50,000 | Cash and Equivalents |
First Trust Senior Loan ETF | 0.07 | 27,416 | — |