Anfield Dynamic Fixed Income ETFAnfield Dynamic Fixed Income ETFAnfield Dynamic Fixed Income ETF

Anfield Dynamic Fixed Income ETF

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Key stats

Assets under management (AUM)
‪27.27 M‬USD
Fund flows (1Y)
‪9.96 M‬USD
Dividend yield (indicated)
3.04%
Discount/Premium to NAV
−0.07%

About Anfield Dynamic Fixed Income ETF

Issuer
David Young & Sandra G. Glain Family Trust
Brand
Anfield
Expense ratio
1.75%
Inception date
Aug 18, 2020
Index tracked
No Underlying Index
Management style
Active
ISIN
US90214Q7253
ADFI is a fund-of-funds that considers potential exposure across all major sectors of the global debt markets. The actively-managed fund concentrates its holdings between 10-20 ETFs with exposure to a broad array of debt securities of any credit quality and maturities. Securities include government and agency securities, corporate bonds, private debt, convertible securities, bank loans, ABS and MBS, and cash-like instruments. Fund holdings are selected based on a top-down economic framework with an orientation to capital preservation. Sectors perceived to have attractive fundamentals are emphasized while maintaining risk diversification across multiple industries and companies. The fund may have significant exposure to non-US stocks, and may also invest in various types of derivatives. Originally, ADFI was supposed to be a tactical fund, but was repurposed prior to launch as a dynamic strategy.

Classification

Asset Class
Fixed income
Category
Broad market, broad-based
Focus
Broad credit
Niche
Broad maturities
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Bonds, Cash & Other100.00%
ETF99.01%
Cash0.99%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy