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Anfield Universal Fixed Income ETF AFIF

Morningstar Medalist Rating
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.

  • 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.

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

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 second-costliest quintile among peers.

by Morningstar Manager Research
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 19.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0%

3.37 3.5 Mil
Government

Electricite de France SA 9.125%

2.15 2.2 Mil
Corporate

Ozlm Xxiv Ltd / Llc 9.80362%

2.06 2.1 Mil
Securitized

CARLYLE US CLO 2018-2 LTD 8.46298%

1.95 2.0 Mil
Securitized

Steele Creek CLO 2014-1 Ltd./LLC 8.34362%

1.95 2.0 Mil
Securitized

Ual Tl B 1l Usd

1.95 2.0 Mil
Corporate

Acacn Tl B 1l Usd

1.95 2.0 Mil
Corporate

Apidos CLO XV 8.24362%

1.94 2.0 Mil
Securitized

Energy Transfer LP 6.5%

1.91 2.0 Mil
Corporate

Basspr Tl B1 1l Usd

1.91 2.0 Mil
Corporate