The Redwood Real Estate Income Fund seeks to provide current income and preserve shareholders' capital by investing primarily in private debt backed by U.S. commercial real estate.

Nasdaq

CREMX

The fund uses a trend-following strategy that seeks to identify the critical turning points in the markets for high yield bonds and bank loans. The fund's 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.

RWDIX

The Adviser employs an investment approach designed to track the performance of the Adviser's proprietary index, the Redwood AlphaFactor Tactical International Index. The index utilizes a quantitative, factor-based, investment methodology focused on large and middle capitalization common stocks of both developed and emerging markets outside of the United States, typically of companies with market capitalizations of greater than $2 billion.

RWIIX

Under normal circumstances, the fund will, directly or indirectly, invest at least 80% of its assets (including any borrowings for investment purposes) in, or derive at least 80% of its income from, securities that are exempt from regular federal income tax and may subject certain investors to alternative minimum tax. It may invest directly or indirectly in various types of derivatives, including swap contracts as a substitute for making direct investments in underlying instruments or to reduce certain investment exposures.

RWMIX

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 and/or closed-end investment companies 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; emerging market bonds; and REITs.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
CREMX	Redwood Real Estate Income Fund	REIT	Jun 23, 2023	5.16%	1.28%	—	6.69%	100
RWDIX	Redwood Managed Volatility Fund	Nontraditional Bonds	Dec 18, 2013	1.56%	-0.50%	2.09%	5.06%	52
RWIIX	Redwood AlphaFactor Tactical International Fund	Foreign Large Cap Equities	Nov 2, 2017	1.22%	2.93%	—	8.49%	10
RWMIX	Redwood Managed Municipal Income Fund	High Yield Muni	Mar 8, 2017	1.00%	0.01%	—	3.58%	2
RWSIX	Redwood Systematic Macro Trend ("SMarT") Fund	Systematic Trend	Nov 1, 2017	1.30%	0.51%	—	4.49%	5

Redwood Mutual Funds List

Risk vs. Return Scatterplot