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Anfield Universal Fixed Income ETF AFIF

Medalist Rating as of | See Regents Park Funds Investment Hub

Morningstar’s Analysis AFIF

Will AFIF outperform in future?

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

Anfield Universal Fixed Income ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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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 second-highest quintile among peers.

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Portfolio Holdings AFIF

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 19.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0%

4.29 4.4 Mil
Government

Telecom Italia S.p.A. 5.303%

2.57 2.6 Mil
Cash and Equivalents

Ozlm Xxiv Ltd / Llc 9.84617%

2.01 2.1 Mil
Securitized

Acacn Tl B 1l Usd

1.96 2.0 Mil
Corporate

Ual Tl B 1l Usd

1.95 2.0 Mil
Corporate

Apidos CLO XV 8.28617%

1.94 2.0 Mil
Securitized

CARLYLE US CLO 2018-2 LTD 8.49017%

1.94 2.0 Mil
Securitized

Steele Creek CLO 2014-1 Ltd./LLC 8.38617%

1.92 2.0 Mil
Securitized

Basspr Tl B1 1l Usd

1.91 2.0 Mil
Corporate

Venture XV CLO Ltd./LLC 9.51017%

1.87 1.9 Mil
Securitized