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AmericaFirst Income I AFPIX

Quantitative rating as of
  • NAV / 1-Day Return 5.21  /  0.00
  • Total Assets 21.9 Mil
  • Adj. Expense Ratio
    1.910%
  • Expense Ratio 1.970%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Allocation—70% to 85% Equity
  • Investment Style Mid Value
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 9.31%
  • Turnover 572%

Morningstar’s Analysis AFPIX

Will AFPIX outperform in future?

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

Summary

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AmericaFirst Income I earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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