Redwood Managed Volatility Fund Quote
| RWDYX Fund | USD 11.77 0.03 0.26% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Redwood Managed is trading at 11.77 as of the 26th of November 2024; that is 0.26% up since the beginning of the trading day. The fund's open price was 11.74. Redwood Managed has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Redwood Managed Volatility are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The adviser uses a trend-following strategy that seeks to identify the critical turning points in the markets for high yield bonds and bank loans. The funds adviser uses a quantitatively driven process that seeks to invest in diversified high yield bond, bank loan, and other fixed income exposure with similar characteristics when the high yield bond and bank loan markets are trending upwards, and short-term fixed income securities when the high yield bond and bank loan markets are trending downwards.. More on Redwood Managed Volatility
Moving together with Redwood Mutual Fund
Redwood Mutual Fund Highlights
| Fund Concentration | Redwood Funds, Large Funds, Nontraditional Bond Funds, Nontraditional Bond, Redwood (View all Sectors) |
| Update Date | 30th of September 2024 |
Redwood Managed Volatility [RWDYX] is traded in USA and was established 26th of November 2024. Redwood Managed is listed under Redwood category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of Redwood family. This fund at this time has accumulated 375.55 M in assets with no minimum investment requirementsRedwood Managed Vola is currently producing year-to-date (YTD) return of 7.23% with the current yeild of 0.08%, while the total return for the last 3 years was -1.02%.
Check Redwood Managed Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Redwood Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Redwood Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Redwood Managed Volatility Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Redwood Managed Volatility Mutual Fund Constituents
| MHIIX | Mfs High Income | Mutual Fund | High Yield Bond | |
| GSFRX | Goldman Sachs High | Mutual Fund | Bank Loan | |
| SHYG | iShares 0 5 Year | Etf | High Yield Bond | |
| AHHYX | Invesco High Yield | Mutual Fund | High Yield Bond | |
| DLHRX | Dreyfus High Yield | Mutual Fund | High Yield Bond | |
| DPFNX | Deer Park Total | Mutual Fund | High Yield Bond | |
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| LSFYX | Loomis Sayles Senior | Mutual Fund | Bank Loan |
Redwood Managed Vola Risk Profiles
| Mean Deviation | 0.1091 | |||
| Standard Deviation | 0.1417 | |||
| Variance | 0.0201 | |||
| Downside Variance | 0.0291 |
Redwood Managed Against Markets
Other Information on Investing in Redwood Mutual Fund
Redwood Managed financial ratios help investors to determine whether Redwood Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Redwood with respect to the benefits of owning Redwood Managed security.
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