Skip to Content

Anfield Universal Fixed Income I AFLIX

Quantitative rating as of
NAV / 1-Day Return
8.62  /  0.12 %
Total Assets
114.6 Mil
Adj. Expense Ratio
1.250%
Expense Ratio
1.290%
Distribution Fee Level
Above Average
Share Class Type
Institutional
Category
Nontraditional Bond
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
100,000
Status
Open
TTM Yield
3.14%
Effective Duration

Morningstar’s Analysis AFLIX

Will AFLIX outperform in future?

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

Summary

|

A middling People rating and a subpar Parent Pillar limit Anfield Universal Fixed Income I to a Morningstar Quantitative Rating of Negative. 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.

Unlock our full analysis with Morningstar Investor