About AFLEX
Anfield Universal Fixed Income Fund Class A is an actively managed mutual fund focused on generating current income through a broadly diversified portfolio of fixed income securities. The fund normally invests at least 80% of its net assets in debt instruments and retains flexibility across sectors, credit qualities, durations, and geographies to adapt to changing market conditions. Core holdings span corporate bonds, U.S. government and agency securities, preferred securities, bank loans, mortgage-backed and other asset-backed securities, convertible bonds, and cash equivalents, with capacity to include master limited partnerships tied to energy commodities and selected structured products such as CLOs. The strategy can allocate to both investment-grade and below-investment-grade bonds, subject to limits, enabling exposure to a range of credit cycles and income profiles. By drawing on a multi-sector approach rather than a single benchmark, Anfield Universal Fixed Income Fund Class A aims to provide a consistent income stream while navigating rate, credit, and liquidity dynamics across global fixed income markets.
Fund Family Anfield
Category Nontraditional Bond
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol AFLEX
Share Class Class A
Index ICE BofA USD 3 Mth Deposit Offer Rt Const Mat TR
AFLEX had a total return of 6.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.33%.
