Redwood Systematic Macro Fund Quote
| RWSNX Fund | USD 18.28 0.24 1.33% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Redwood Systematic is trading at 18.28 as of the 21st of January 2025; that is 1.33 percent increase since the beginning of the trading day. The fund's open price was 18.04. Redwood Systematic has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 21st of January 2025. Click here to learn more.
Utilizing a quantitative and tactical approach, the fund implements an investment strategy that seeks to hold a diversified portfolio of securities, ETFs, open-end investment companies andor closed-end investment companies, including tender offer and interval funds within any of the following asset classes when, in the view of the Adviser, various risk measurements show the potential to produce positive returns domestic and international small-cap equities growth and income equities preferred securities convertible bonds high yield bonds and leveraged loans.. More on Redwood Systematic Macro
Moving together with Redwood Mutual Fund
Redwood Mutual Fund Highlights
| Fund Concentration | Redwood Funds, Large Funds, Tactical Allocation Funds, Tactical Allocation, Redwood (View all Sectors) |
| Update Date | 31st of December 2024 |
Redwood Systematic Macro [RWSNX] is traded in USA and was established 21st of January 2025. Redwood Systematic is listed under Redwood category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Redwood family. This fund at this time has accumulated 59.29 M in assets with no minimum investment requirementsRedwood Systematic Macro is currently producing year-to-date (YTD) return of 1.69% with the current yeild of 0.02%, while the total return for the last 3 years was 4.1%.
Check Redwood Systematic Probability Of Bankruptcy
Instrument Allocation
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 Systematic Macro 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 Systematic Macro Mutual Fund Constituents
| KSS | Kohls Corp | Stock | Consumer Discretionary | |
| TGT | Target | Stock | Consumer Staples | |
| CPB | Campbell Soup | Stock | Consumer Staples | |
| SNA | Snap On | Stock | Industrials | |
| CWB | SPDR Bloomberg Convertible | Etf | Convertibles | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| ACTV | LeaderShares Activist Leaders | Etf | Small Value |
Redwood Systematic Macro Risk Profiles
| Mean Deviation | 0.6377 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.08 | |||
| Risk Adjusted Performance | (0.06) |
Redwood Systematic Against Markets
Other Information on Investing in Redwood Mutual Fund
Redwood Systematic 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 Systematic security.
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