Redwood Systematic Macro Fund Fundamentals
| RWSIX Fund | USD 19.44 0.23 1.17% |
Redwood Systematic Macro fundamentals help investors to digest information that contributes to Redwood Systematic's financial success or failures. It also enables traders to predict the movement of Redwood Mutual Fund. The fundamental analysis module provides a way to measure Redwood Systematic's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Redwood Systematic mutual fund.
Redwood |
Redwood Systematic Macro Mutual Fund Annual Yield Analysis
Redwood Systematic's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Redwood Systematic Annual Yield | 0.04 % |
Most of Redwood Systematic's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Redwood Systematic Macro is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Redwood Systematic Macro has an Annual Yield of 0.0445%. This is much higher than that of the Redwood family and significantly higher than that of the Tactical Allocation category. The annual yield for all United States funds is notably lower than that of the firm.
Redwood Systematic Macro Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Redwood Systematic's current stock value. Our valuation model uses many indicators to compare Redwood Systematic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Redwood Systematic competition to find correlations between indicators driving Redwood Systematic's intrinsic value. More Info.Redwood Systematic Macro is rated fifth largest fund in annual yield among similar funds. It is rated top fund in year to date return among similar funds creating about 264.61 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Redwood Systematic's earnings, one of the primary drivers of an investment's value.Redwood Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Redwood Systematic's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Redwood Systematic could also be used in its relative valuation, which is a method of valuing Redwood Systematic by comparing valuation metrics of similar companies.Redwood Systematic is currently under evaluation in annual yield among similar funds.
Fund Asset Allocation for Redwood Systematic
The fund invests 52.79% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (4.69%) , cash (21.16%) and various exotic instruments.Asset allocation divides Redwood Systematic's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Redwood Fundamentals
| Total Asset | 190.45 M | ||||
| Annual Yield | 0.04 % | ||||
| Year To Date Return | 11.78 % | ||||
| One Year Return | 19.70 % | ||||
| Three Year Return | 4.61 % | ||||
| Five Year Return | 11.34 % | ||||
| Net Asset | 59.29 M | ||||
| Minimum Initial Investment | 10 K | ||||
| Last Dividend Paid | 1.3 | ||||
| Cash Position Weight | 21.16 % | ||||
| Equity Positions Weight | 52.79 % | ||||
| Bond Positions Weight | 4.69 % |
About Redwood Systematic Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Redwood Systematic Macro's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Redwood Systematic using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Redwood Systematic Macro based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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