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Morningstar

Affinity

Affinity Parent Rating

Average
Morningstar Manager Research

Affinity's track record as a steward is mixed, leading to an Average Parent Pillar rating.

A strength of the steward is the longest-tenured portfolio managers’ average tenure of 21 years at the firm, bringing extensive experience to the table. Affinity has had high portfolio management turnover over the past five years compared with peers, detracting from its rating, as long-term stability tends to go together with positive results.

Affinity Investments

Exchange-Traded Funds

See All Affinity ETFs

Market

US ETFs

Total Net Assets

32.72 Mil

Investment Flows (TTM)

−11.55 Mil

Asset Growth Rate (TTM)

−31.07%

# 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 ETF23
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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