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Anfield Dynamic Fixed Income ETF ADFI

Medalist Rating as of | See Anfield Investment Hub

Morningstar’s Analysis ADFI

Will ADFI outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Anfield Dynamic Fixed Income ETF to a Morningstar Medalist Rating of Negative.

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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 highest quintile among peers.

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Portfolio Holdings ADFI

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 99.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares US Treasury Bond ETF

22.22 5.4 Mil

Invesco Fundamental Hi Yld® Corp Bd ETF

19.88 4.8 Mil

iShares MBS ETF

18.07 4.4 Mil

iShares iBoxx $ Invmt Grade Corp Bd ETF

17.64 4.3 Mil

Janus Henderson AAA CLO ETF

11.48 2.8 Mil

SPDR® Blmbg High Yield Bd ETF

6.42 1.6 Mil

iShares Convertible Bond ETF

3.28 799,558

Us Dollars

0.69 169,360
Cash and Equivalents

Us Dollar Future

0.21 50,000
Cash and Equivalents

First Trust Senior Loan ETF

0.11 27,499