Morningstar

Anfield Universal Fixed Income ETF AFIF

Morningstar Medalist Rating
Medalist Rating as of | See Anfield Investment Hub

Morningstar’s Analysis AFIF

Will AFIF 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 AFIF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AFIF 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 AFIF’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Anfield Universal 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
Rated on Published on

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Portfolio Holdings AFIF

More AFIF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

4.33 13M
Cash and Equivalents

US Treasury Bond Future Dec 26

3.81 11M
Government

10 Year Treasury Note Future Dec 26

3.48 10M
Government

United States Treasury Bills 0%

3.29 10M
Government

5 Year Treasury Note Future Dec 26

2.66 8M
Government

Nissan Motor Acceptance Co LLC 6.13%

2.56 8M
Corporate

Electricite de France SA 9.13%

2.17 7M
Corporate

Citigroup Inc. 6.5%

1.97 6M
Corporate

Penn Entertainment Inc

1.84 6M
Corporate

General Motors Financial Company Inc 5.7%

1.75 5M
Corporate

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