RWDIX Mutual Fund
RWDIX Mutual Fund
RWDIX Mutual Fund
Redwood Managed Volatility Fund Class I
RWDIX Mutual Fund Overview
RWDIX Mutual Fund (Redwood Managed Volatility Fund Class I) is managed by Redwood Investment Management with $69.6M in net assets. RWDIX expense ratio is 2.20%, holding 12 positions across various sectors. Inception date: 2013-12-19.
RWDIX performance shows a YTD return of 1.42%. The 1-year return is 4.73% and the 5-year return is 0.14%. RWDIX dividend yield stands at 5.11%, paid quarterly.
RWDIX top holdings include Blackrock High Yield Bond Instl (19.1%), American High-income Trust (19.0%), Lord Abbett High Yield Fund Class I (19.0%), Jpm-High Yld-I (18.8%), Redwood Real Estate Income Fund (10.8%). View all RWDIX holdings, sector breakdown, or dividend history.
RWDIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RWDIX alternatives are available via the screener, along with tax-loss harvesting opportunities.