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Redwood Managed Volatility Y (RWDYX)

11.03
0.00
(0.00%)
At close: 8:02:11 PM EDT
Loading Chart for RWDYX
  • Previous Close 11.03
  • YTD Return 0.69%
  • Expense Ratio 2.26%
  • Category Nontraditional Bond
  • Last Cap Gain -64.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 122.54M
  • Beta (5Y Monthly) 0.70
  • Yield 6.04%
  • 5y Average Return --
  • Holdings Turnover 39.00%
  • Last Dividend 0.23
  • Inception Date Dec 19, 2013

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 fund's 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.

Redwood Investment Management, LLC

Fund Family

Nontraditional Bond

Fund Category

122.54M

Net Assets

2013-12-19

Inception Date

Performance Overview: RWDYX

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Trailing returns as of 4/9/2025. Category is Nontraditional Bond.

YTD Return

RWDYX
0.69%
Category
1.90%
 

1-Year Return

RWDYX
6.03%
Category
7.92%
 

3-Year Return

RWDYX
0.26%
Category
3.65%
 

5-Year Return

RWDYX
0.21%
Category
3.77%
 

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Holdings: RWDYX

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Sector Weightings

SectorRWDYX
Technology   29.71%
Utilities   27.00%
Energy   10.56%
Healthcare   10.24%
Industrials   5.14%
Real Estate   5.11%

Recent News: RWDYX

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Research Reports: RWDYX

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