RWSIX Mutual Fund Analysis & Holdings | MarketXLS

RWSIX Mutual Fund

NAV$17.76

AUM$116M

TER1.24%

Holdings66

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RWSIX Mutual Fund

NAV$17.76

Redwood Systematic Macro Trend (SMarT) Fund Class I

AUM$116M

TER1.24%

Holdings66

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare RWSIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RWSIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RWSIX Mutual Fund Overlap Analysis

RWSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

RWSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, RWSIX may share significant positions with broad-market funds.

RWSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RWSIX tax-loss harvesting finds highly correlated but non-identical funds.