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Morningstar

Affinity

Affinity Parent Rating

Above Average
Morningstar Manager Research

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

Affinity stands out from a cost perspective for open-end and exchange-traded funds, demonstrating a firm-wide commitment to minimizing costs and maximizing investors' returns. On average, fees for the firm's funds are in the cheapest quintile of category peers. Affinity has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.

Affinity Investments

Exchange-Traded Funds

See All Affinity ETFs

Market

US ETFs

Total Net Assets

32.47 Mil

Investment Flows (TTM)

−11.55 Mil

Asset Growth Rate (TTM)

−29.56%

# 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 ETF24
View All 5-Star Standouts

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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