RWSIX Mutual Fund
RWSIX Mutual Fund
NAV$17.68
AUM$120M
TER1.24%
Holdings66
See how much of RWSIX you already own
RWSIX Mutual Fund
NAV$17.68
Redwood Systematic Macro Trend (SMarT) Fund Class I
AUM$120M
TER1.24%
Holdings66
See how much of RWSIX you already own
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.