RWSIX Mutual Fund

RWSIX Mutual Fund (Redwood Systematic Macro Trend (SMarT) Fund Class I) is managed by Redwood Investment Management with $120.4M in net assets. RWSIX expense ratio is 1.24%, holding 66 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2017-11-02.

RWSIX performance shows a YTD return of 8.79%. The 1-year return is 16.11% and the 5-year return is 3.11%. RWSIX dividend yield stands at 4.12%, paid annually.

RWSIX top holdings include Ishares Msci Eafe ETF (24.6%), Schwab International Equity Et... (13.6%), Vanguard Ftse All World Ex-US Small Cap ETF (13.5%), Redwood Real Estate Income Fund (11.3%), Alphabet Inc Common Stock USD 0.001 (4.3%). Go to all RWSIX holdings, RWSIX sectors, or RWSIX dividends.

RWSIX can be compared against other funds. Use RWSIX overlap to find shared positions, or RWSIX vs another fund for a side-by-side view. RWSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.