About AFLKX
Anfield Universal Fixed Income Fund Class C is an open‑end mutual fund focused on generating current income through a broadly diversified, actively managed bond strategy. The fund maintains at least 80% of net assets in fixed income instruments and employs wide latitude across sectors, credit qualities, durations, and geographies to pursue its mandate. Core holdings span corporate bonds, U.S. government and agency securities, bank loans, mortgage‑ and asset‑backed securities, preferreds, and convertible securities, with selective exposure to foreign sovereign debt and structured products such as CLOs. The approach includes the ability to invest in both investment‑grade and below‑investment‑grade securities, with below‑investment‑grade exposure capped at up to half of assets, and may opportunistically use short sales to manage risk and valuation. Classified in the nontraditional bond category, the fund aims for flexible allocation and returns less tied to broad bond benchmarks, distributing income monthly. Its portfolio is broadly diversified across hundreds of positions, reflecting an emphasis on multi‑sector risk management and income sourcing across economic cycles.
Fund Family Anfield
Category Nontraditional Bond
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol AFLKX
Share Class Class C
Index ICE BofA USD 3 Mth Deposit Offer Rt Const Mat TR
AFLKX had a total return of 5.67% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.12%.
