AFIFAnfield Universal Fixed Income ETF
Seeks current income.
By Anfield · Launched 2018
Annual Cost
0.85%
#4,514 of 5,861 · expensive
Fund Size
$455M
#1,668 of 5,861 · large
Dividend YieldGoal
3.73%
Track Record
7 years
#1,776 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,423+4.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightAsset allocation
Cash
47.4%
Bonds
41.0%
Preferred
10.5%
Convertible
0.6%
Other
0.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
2.8%Low
Year-on-year price swings
Max drawdown
-10.3%Mild
Worst peak-to-trough loss
Sharpe (3Y)
1.01Strong risk-adjusted returns
Sortino (3Y)
1.46Good downside protection
Bond profile
Duration
5.6 years
Avg maturity
9.7 years
Credit ratings
US Government
5.0%
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
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at AFIF. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-04