AFLIX – Anfield Universal Fixed Income Inst Investment Strategy | Morningstar

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Strategy

The investment seeks current income. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
AFLNX	Anfield Universal Fixed Income Fund Investor Class	No Load	Open	—	—	Aug 24, 2026	$98,826.00	1.090%	Average	$2,500	—
AFLAX	Anfield Universal Fixed Income Fund Advisor Class	No Load	Open	—	—	Aug 24, 2026	$98,811.00	1.240%	Average	$2,500	—
AFLIX	Anfield Universal Fixed Income Fund Institutional Class	Institutional	Open	—	—	Jun 28, 2013	$148.82M	1.270%	Above Average	$100,000	−$3.28M

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