Redwood Managed Volatility Fund Quote
| RWDIX Fund | USD 11.39 0.02 0.18% |
PerformanceModest
| Odds Of DistressLow
|
Redwood Managed is trading at 11.39 as of the 26th of February 2025; that is 0.18 percent increase since the beginning of the trading day. The fund's open price was 11.37. Redwood Managed has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
The adviser uses a trend-following strategy that seeks to identify the critical turning points in the markets for high yield bonds and bank loans. The funds adviser uses a quantitatively driven process that seeks to invest in diversified high yield bond, bank loan, and other fixed income exposure with similar characteristics when the high yield bond and bank loan markets are trending upwards, and short-term fixed income securities when the high yield bond and bank loan markets are trending downwards.. More on Redwood Managed Volatility
Moving together with Redwood Mutual Fund
Redwood Mutual Fund Highlights
| Fund Concentration | Redwood Funds, Large Funds, Nontraditional Bond Funds, Nontraditional Bond, Redwood (View all Sectors) |
| Update Date | 31st of December 2024 |
Redwood Managed Volatility [RWDIX] is traded in USA and was established 26th of February 2025. Redwood Managed is listed under Redwood category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of Redwood family. This fund at this time has accumulated 375.55 M in assets with minimum initial investment of 10 K. Redwood Managed Vola is currently producing year-to-date (YTD) return of 1.25% with the current yeild of 0.06%, while the total return for the last 3 years was -0.07%.
Check Redwood Managed Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Redwood Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Redwood Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Redwood Managed Volatility Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Redwood Managed Volatility Mutual Fund Constituents
| MHIIX | Mfs High Income | Mutual Fund | High Yield Bond | |
| GSFRX | Goldman Sachs High | Mutual Fund | Bank Loan | |
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| AHHYX | Invesco High Yield | Mutual Fund | High Yield Bond | |
| DLHRX | Dreyfus High Yield | Mutual Fund | High Yield Bond | |
| LSFYX | Loomis Sayles Senior | Mutual Fund | Bank Loan | |
| MHYIX | Mainstay High Yield | Mutual Fund | High Yield Bond | |
| LFRIX | Floating Rate Fund | Mutual Fund | Bank Loan |
Redwood Managed Vola Risk Profiles
| Mean Deviation | 0.1097 | |||
| Standard Deviation | 0.153 | |||
| Variance | 0.0234 | |||
| Downside Variance | 0.0412 |
Redwood Managed Against Markets
Other Information on Investing in Redwood Mutual Fund
Redwood Managed financial ratios help investors to determine whether Redwood Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Redwood with respect to the benefits of owning Redwood Managed security.
| Transaction History View history of all your transactions and understand their impact on performance | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites |