AFLEX Mutual Fund

AFLEX Mutual Fund (Anfield Universal Fixed Income Fund Class A) is managed by Anfield Capital with $479,239.53 in net assets. AFLEX expense ratio is 1.60%, holding 325 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 B 03/05/26 (3.5%), Energy Transfer, Lp (2.6%), First Citizens Banc V/R /perp (2.5%), Bnp Paribas S.A. (1.8%), Voya Clo 2018-1 Ltd. 6.74605 2031-04-19 (1.8%). 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.