Advertisement
Skip to Content
Morningstar

Anfield Dynamic Fixed Income ETF ADFI

Morningstar Analyst Rating
Quantitative 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.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ADFI’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ADFI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of ADFI’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

Anfield Dynamic Fixed Income ETF earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars. 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.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ADFI

More ADFI Holdings
  • Current Portfolio Date Mar 28, 2023
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares US Treasury Bond ETF

24.08
4,189,623
—

iShares MBS ETF

19.17
3,335,316
—

iShares iBoxx $ Invmt Grade Corp Bd ETF

17.62
3,065,970
—

First Trust Senior Loan ETF

12.69
2,207,831
—

Invesco Fundamental Hi Yld® Corp Bd ETF

6.49
1,129,789
—

iShares iBoxx $ High Yield Corp Bd ETF

6.26
1,089,238
—

SPDR® Blmbg High Yield Bd ETF

6.12
1,064,789
—

Janus Henderson AAA CLO ETF

4.96
863,631
—

iShares Convertible Bond ETF

2.98
518,957
—

Us Dollars

−0.36
−63,148
Cash and Equivalents