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Morningstar

Anfield Universal Fixed Income I AFLIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Anfield Investment Hub

Morningstar’s Analysis AFLIX

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

  • People Pillar

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

A recent fee change and trends in other areas result in an upgrade to Anfield Universal Fixed Income I's Morningstar Medalist Rating to Neutral from Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
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