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Anfield Universal Fixed Income ETF AFIF

Quantitative 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.

Summary

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A middling People rating and a subpar Parent Pillar limit Anfield Universal Fixed Income ETF to a Morningstar Quantitative Rating of Neutral. 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 Mar 30, 2023
  • Equity Holdings 0
  • Bond Holdings 278
  • Other Holdings 15
  • % Assets in Top 10 Holdings 20.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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1.69
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1.63
1,841,750
Securitized

CARLYLE US CLO 2018-2 LTD 7.69243%

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1,831,750
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Venture XV CLO Ltd./LLC 8.71243%

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Securitized