AFLEX Mutual Fund

AFLEX Mutual Fund (Anfield Universal Fixed Income Fund Class A) is managed by Anfield Capital with $455,766.28 in net assets. AFLEX expense ratio is 1.60%, holding 316 positions across sectors including Financials, Consumer Discretionary, Utilities. Inception date: 2013-06-28.

AFLEX performance shows a YTD return of 1.22%. The 1-year return is 3.83% and the 5-year return is 2.73%. AFLEX dividend yield stands at 1.95%, paid monthly.

AFLEX top holdings include Energy Transfer, Lp (2.6%), First Citizens Banc V/R /perp (2.5%), Caesars Entertainment Opera 6.5701 02/06/2031 (2.3%), Nissan Motor Acceptance Company Llc 6.12% Sep 30, 2030 (2.3%), Treasury Bill Jun 09, 2026 (2.3%). Go to all AFLEX holdings, AFLEX sectors, or AFLEX dividends.

AFLEX can be compared against other funds. Use AFLEX overlap to find shared positions, or AFLEX vs another fund for a side-by-side view. AFLEX alternatives are available via the screener, along with tax-loss harvesting opportunities.