AFLKX Mutual Fund

AFLKX Mutual Fund (Anfield Universal Fixed Income Fund Class C) is managed by Anfield Capital with $79,708.01 in net assets. AFLKX expense ratio is 2.36%, holding 316 positions across sectors including Financials, Consumer Discretionary, Utilities. Inception date: 2013-06-28.

AFLKX performance shows a YTD return of 1.25%. The 1-year return is 2.49% and the 5-year return is 2.05%. AFLKX dividend yield stands at 1.10%, paid monthly.

AFLKX top holdings include Treasury Bill 11/12/2026 (4.7%), Energy Transfer, Lp (2.6%), First Citizens Bancshares Inc (Delaware) 7.9% (2.5%), Nissan Motor Acceptance Company Llc 6.12% Sep 30, 2030 (2.4%), Caesars Entertainment Opera 6.5701 02/06/2031 (2.3%). Go to all AFLKX holdings, AFLKX sectors, or AFLKX dividends.

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