AFLEX Mutual Fund
AFLEX Mutual Fund
Anfield Universal Fixed Income Fund Class A
AFLEX Mutual Fund Overview
AFLEX Mutual Fund (Anfield Universal Fixed Income Fund Class A) is managed by Anfield Capital with $477,349.35 in net assets. AFLEX expense ratio is 1.60%, holding 325 positions across sectors including Other, Financials, Consumer Discretionary. Inception date: 2013-06-28.
AFLEX performance shows a YTD return of 1.45%. The 1-year return is 4.27% and the 5-year return is 2.86%. AFLEX dividend yield stands at 1.91%, paid monthly.
AFLEX top holdings include B 03/05/26 (3.5%), Energy Transfer, Lp (2.6%), First Citizens Banc V/R /perp (2.5%), Bnp Paribas S.A. (1.8%), Voya Clo 2018-1 Ltd. 6.74605 2031-04-19 (1.8%). View all AFLEX holdings, sector breakdown, or dividend history.
AFLEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AFLEX alternatives are available via the screener, along with tax-loss harvesting opportunities.