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Anfield Universal Fixed Income C (AFLKX)

8.65
-0.04
(-0.46%)
As of 8:05:04 AM EDT. Market Open.

Fund Summary

The fund normally invests at least 80% of its net assets, including any borrowings for investment purposes, in a diversified portfolio of fixed income instruments. The principal investments of the fund include corporate bonds, U.S. government and agency securities, master-limited partnerships ("MLPs") (tied to energy-related commodities), preferred securities, private debt, foreign sovereign bonds, convertible securities, bank loans, mortgage-backed securities, and cash equivalent instruments.

Anfield Universal Fixed Income C

Newport Beach, CA 92660
4695 MacArthur Court, Suite 430

Fund Overview

Category Nontraditional Bond
Fund Family Anfield
Net Assets 149.79M
YTD Return 1.27%
Yield 5.29%
Morningstar Rating
Inception Date Jun 28, 2013

Fund Operations

Last Dividend 0.10
Last Cap Gain -19.00
Holdings Turnover 62.00%
Average for Category --

Fees & Expenses

Expense AFLKX Category Average
Annual Report Expense Ratio (net) 2.36% 1.23%
Prospectus Net Expense Ratio 2.36% --
Prospectus Gross Expense Ratio 2.36% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 4.11%
Max Deferred Sales Load -- 1.17%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mr. Young has been the Founder and Chief Executive Officer of Anfield Capital Management, LLC since 2009, and Regents Park Funds, LLC since 2016. Mr. Young has worked with many of the largest and most sophisticated institutional and private investors in investment strategy, portfolio management and asset allocation. At the end of 2008, he retired as Executive Vice President with Pacific Investment Management Company to rejoin the U.C. Irvine Merage School of Business as Adjunct Professor of Finance, and create Anfield Capital Management, LLC. From 1999 to 2006, Mr. Young was head of PIMCO’s account management group in London where he built a team of 25 investment professionals managing over 200 client accounts across the UK, Europe, the Middle East and Africa.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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