Morningstar

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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Anfield Dynamic Fixed Income ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings ADFI

More ADFI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 84.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares MBS ETF

26.47 16M
—

iShares iBoxx $ Invmt Grade Corp Bd ETF

14.94 9M
—

iShares US Treasury Bond ETF

11.67 7M
—

Janus Henderson AAA CLO ETF

8.64 5M
—

iShares iBoxx $ High Yield Corp Bd ETF

8.30 5M
—

2 Year Treasury Note Future Sept 26

4.54 3M
Government

US Treasury Bond Future Sept 26

4.33 3M
Government

5 Year Treasury Note Future Sept 26

3.07 2M
Government

United States Treasury Bills 0%

2.51 1M
Government

10 Year Treasury Note Future Sept 26

1.85 1M
Government

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