ADFI

Anfield Dynamic Fixed Income ETF

$8.57

+0.00%

Market closed. Last update: 10:53 PM ET

📎 Investment Objective

The Anfield Dynamic Fixed Income ETF (ADFI) seeks to provide current income and capital appreciation by investing in a diversified portfolio of fixed income securities.

Overview

ETF tracking Anfield Dynamic Fixed Income ETF

Category Fixed Income

Issuer Other

Inception Date 2020-08-18

Market Cap $48.7M

Average Volume N/A

Dividend Yield 2.69%

52-Week Range $8.25 - $8.69

VWAP $8.58

Performance

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Investment Summary

📎 Investment Objective

The Anfield Dynamic Fixed Income ETF (ADFI) seeks to provide current income and capital appreciation by investing in a diversified portfolio of fixed income securities.

🎯 Investment Strategy

The fund employs an actively managed strategy, utilizing a dynamic approach to adjust the portfolio's duration, credit quality, and sector exposures based on the fund manager's assessment of market conditions and opportunities. The portfolio may include a range of fixed income instruments such as government bonds, corporate bonds, mortgage-backed securities, and other debt securities.

✨ Key Features

Actively managed fixed income strategy with flexibility to adjust portfolio positioning
Diversified exposure across various fixed income sectors and credit qualities
Potential to generate current income and capital appreciation
Low expense ratio of 0.00%

⚠️ Primary Risks

Interest rate risk: The fund's value may decline due to rising interest rates
Credit risk: The fund is exposed to the risk of default or downgrade of the underlying fixed income securities
Liquidity risk: Some fixed income securities may have limited trading volume or be difficult to sell
Active management risk: The fund's performance depends on the skill of the portfolio manager in selecting and managing the portfolio

👤 Best For

The Anfield Dynamic Fixed Income ETF may be suitable for investors seeking a flexible, actively managed fixed income solution as part of a diversified portfolio. It may be particularly appealing to investors who are looking to generate current income and potential capital appreciation, while maintaining a relatively low-risk profile compared to equity investments.