Anfield Universal Fixed Fund Quote
| AFLIX Fund | USD 8.73 0.01 0.11% |
PerformanceSolid
| Odds Of DistressLow
|
Anfield Universal is trading at 8.73 as of the 22nd of March 2025; that is 0.11 percent increase since the beginning of the trading day. The fund's open price was 8.72. Anfield Universal has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets, including any borrowings for investment purposes, in a diversified portfolio of fixed income instruments. The principal investments of the fund include corporate bonds, U.S. government and agency securities, master-limited partnerships , preferred securities, private debt, foreign sovereign bonds, convertible securities, bank loans, mortgage-backed securities, and cash equivalent instruments.. More on Anfield Universal Fixed
Moving together with Anfield Mutual Fund
| 1.0 | AFLEX | Anfield Universal Fixed | PairCorr |
| 0.98 | AFLKX | Anfield Universal Fixed | PairCorr |
| 0.95 | BSIKX | Blackrock Strategic | PairCorr |
| 0.94 | BSICX | Blackrock Strategic Opps | PairCorr |
| 0.95 | BASIX | Blackrock Strategic Opps | PairCorr |
Moving against Anfield Mutual Fund
Anfield Mutual Fund Highlights
| Fund Concentration | Anfield Funds, Large Funds, Nontraditional Bond Funds, Nontraditional Bond, Anfield, Large, Nontraditional Bond (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Anfield Universal Fixed [AFLIX] is traded in USA and was established 22nd of March 2025. Anfield Universal is listed under Anfield category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of Anfield family. This fund presently has accumulated 130.04 M in assets under management (AUM) with minimum initial investment of 100 K. Anfield Universal Fixed is currently producing year-to-date (YTD) return of 1.17% with the current yeild of 0.06%, while the total return for the last 3 years was 3.92%.
Check Anfield Universal Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Anfield Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Anfield Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Anfield Universal Fixed Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Anfield Universal Fixed Mutual Fund Constituents
| FFRHX | Fidelity Advisor Floating | Mutual Fund | Bank Loan | |
| VFSUX | Vanguard Short Term Investment Grade | Mutual Fund | Short-Term Bond | |
| VWEAX | Vanguard High Yield Corporate | Mutual Fund | High Yield Bond |
Anfield Universal Fixed Risk Profiles
| Mean Deviation | 0.0741 | |||
| Standard Deviation | 0.0963 | |||
| Variance | 0.0093 | |||
| Downside Variance | 0.0218 |
Anfield Universal Against Markets
Other Information on Investing in Anfield Mutual Fund
Anfield Universal financial ratios help investors to determine whether Anfield Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Anfield with respect to the benefits of owning Anfield Universal security.
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