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Affinity

Affinity Parent Rating

Above Average

Overall, Affinity benefits from a strong investment culture, earning it an Above Average Parent Pillar rating.

Affinity open-end and exchange-traded funds are, on average, offered at a minimal cost, suggesting that the firm considers what's best for its investor base. Fees for the firm's funds, on average, fall within the lowest quintile of respective category peers. Affinity has undergone a bout of turnover in the past five years, as seen in its lower-than-average portfolio manager retention. This is a concern, as long-term stability tends to support positive results.

Affinity Investments

Exchange-Traded Funds

See All Affinity ETFs

Market

US ETFs

Total Net Assets

32.93 Mil

Investment Flows (TTM)

−11.55 Mil

Asset Growth Rate (TTM)

−31.73%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
1
0
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Affinity World Leaders Equity ETF19

Morningstar Mentions

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