Nasdaq - Delayed Quote USD

Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMART") Fund (RWSIX)

18.27 +0.15 (+0.83%)
As of 8:05 AM EDT. Market Open.

Investment Information

Min Initial Investment
10,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Cetera Advisors LLC
  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Institutional FundsNetwork
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • TD Ameritrade Institutional
  • Securities America Advisors
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Securities America Inc.
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Avantax

Fund Summary

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 and/or 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.

Fund Overview

Category Tactical Allocation
Fund Family Redwood Investment Management, LLC
Net Assets 252.18M
YTD Return 9.26%
Yield 4.47%
Morningstar Rating
Inception Date Nov 02, 2017

Performance & Risk

YTD Return 7.03%
5y Average Return 10.84%
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

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