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Anfield Dynamic Fixed Income ETF ADFI

Morningstar Medalist Rating
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.

  • 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.

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.

null Morningstar Manager Research

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ADFI

More ADFI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares US Treasury Bond ETF

22.69 6.2 Mil
—

Invesco Fundamental Hi Yld® Corp Bd ETF

19.94 5.4 Mil
—

iShares MBS ETF

17.61 4.8 Mil
—

iShares iBoxx $ Invmt Grade Corp Bd ETF

17.50 4.8 Mil
—

Janus Henderson AAA CLO ETF

11.47 3.1 Mil
—

SPDR® Blmbg High Yield Bd ETF

6.46 1.8 Mil
—

iShares Convertible Bond ETF

3.25 882,356
—

Us Dollars

0.79 216,097
Cash and Equivalents

Us Dollar Future

0.18 50,000
Cash and Equivalents

First Trust Senior Loan ETF

0.10 27,511
—