AFIFAnfield Universal Fixed Income ETF
Seeks current income.
By Anfield · Launched 2018
Annual Cost
0.85%
#4,678 of 6,040 · expensive
Fund Size
$301M
#2,076 of 6,040 · mid-size
Return (1Y)
+3.5%
Track Record
8 years
#1,789 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,353+3.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightAsset allocation
Bonds
83.8%
Preferred
21.6%
Convertible
1.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
2.7%Low
Year-on-year price swings
Max drawdown
-10.3%Mild
Worst peak-to-trough loss
Sharpe (3Y)
0.83Decent risk-adjusted returns
Sortino (3Y)
1.19Good downside protection
Bond profile
Duration
5.9 years
Avg maturity
9.8 years
Credit ratings
US Government
19.7%
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks current income.
- Strategy
- Actively managed ETF investing at least 80% of net assets in a diversified portfolio of fixed income instruments — corporate bonds, U.S. government and agency securities, energy MLPs, private debt, foreign sovereign bonds, convertible securities, bank loans, and asset-/mortgage-backed securities — of any maturity, including up to 50% below investment grade. Not managed relative to an index; uses top-down macroeconomic and bottom-up fundamental analysis, with up to 20% in emerging market issuers and derivatives for hedging and substitution.
- Inception date
- September 18, 2018
- Fund family
- Anfield
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Data updated on 2026-09-18