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Anfield

Anfield Parent Rating

Below Average

Anfield fails to meet industry-standard stewardship qualities, culminating in a Below Average Parent Pillar rating.

Portfolio managers at Anfield tend not to invest alongside their shareholders, detracting from the overall stewardship assessment. None of the firm’s assets are covered by an invested manager. Open-end and exchange-traded fund fees are a weakness at the firm, contributing negatively to the rating. On average, the firm charges fees on its funds that are in the second most-expensive quintile of category peers. With the current market environment of fee compression, this is cause for concern, as investors may flock to alternate asset managers over time to get a better deal. Turnover among Anfield portfolio management ranks has been low compared to other firms in the past five years. This stability on the personnel front boosts confidence in its staying power.

Anfield Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

130.75 Mil

Investment Flows (TTM)

−7.89 Mil

Asset Growth Rate (TTM)

−6.07%

# of Share Classes

3
Morningstar Rating # of Share Classes
0
0
2
1
0
Not Rated 0

Exchange-Traded Funds

See All Anfield ETFs

Market

US ETFs

Total Net Assets

161.15 Mil

Investment Flows (TTM)

−275,320.00

Asset Growth Rate (TTM)

−0.20%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
2
0
0
Not Rated 0

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