Redwood Systematic Macro Fund Quote
| RWSIX Fund | USD 19.78 0.10 0.50% |
Performance9 of 100
| Odds Of DistressLess than 20
|
Redwood Systematic is trading at 19.78 as of the 28th of November 2024; that is 0.5 percent decrease since the beginning of the trading day. The fund's open price was 19.88. Redwood Systematic 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. Equity ratings for Redwood Systematic Macro are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
Utilizing a quantitative and tactical approach, the fund implements an investment strategy that seeks to hold a diversified portfolio of securities, ETFs, open-end investment companies andor closed-end investment companies, including tender offer and interval funds within any of the following asset classes when, in the view of the Adviser, various risk measurements show the potential to produce positive returns domestic and international small-cap equities growth and income equities preferred securities convertible bonds high yield bonds and leveraged loans.. More on Redwood Systematic Macro
Moving together with Redwood Mutual Fund
| 0.79 | RWDNX | Redwood Managed Vola | PairCorr |
| 0.8 | RWDIX | Redwood Managed Vola | PairCorr |
| 0.78 | RWDYX | Redwood Managed Vola | PairCorr |
Moving against Redwood Mutual Fund
Redwood Mutual Fund Highlights
| Fund Concentration | Redwood Funds, Large Funds, Tactical Allocation Funds, Tactical Allocation, Redwood (View all Sectors) |
| Update Date | 30th of September 2024 |
Redwood Systematic Macro [RWSIX] is traded in USA and was established 28th of November 2024. Redwood Systematic is listed under Redwood category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Redwood family. This fund at this time has accumulated 59.29 M in assets with minimum initial investment of 10 K. Redwood Systematic Macro is currently producing year-to-date (YTD) return of 15.23% with the current yeild of 0.04%, while the total return for the last 3 years was 6.2%.
Check Redwood Systematic 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 Systematic Macro 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 Systematic Macro Mutual Fund Constituents
| KSS | Kohls Corp | Stock | Consumer Discretionary | |
| AES | The AES | Stock | Utilities | |
| TGT | Target | Stock | Consumer Staples | |
| CVX | Chevron Corp | Stock | Energy | |
| CPB | Campbell Soup | Stock | Consumer Staples | |
| MRK | Merck Company | Stock | Health Care | |
| OXY | Occidental Petroleum | Stock | Energy | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology |
Redwood Systematic Macro Risk Profiles
| Mean Deviation | 0.5708 | |||
| Semi Deviation | 0.5326 | |||
| Standard Deviation | 0.7518 | |||
| Variance | 0.5653 |
Redwood Systematic Against Markets
Other Information on Investing in Redwood Mutual Fund
Redwood Systematic 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 Systematic security.
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