Redwood Mutual Funds List
Here you can find all mutual funds issued by Redwood and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 5
- Avg. Expense Ratio
- 2.05%
- Avg. 1 Year Return
- 11.28%
- Avg. 5 Year Return
- 0.80%
- Median Risk/Return Score
- 54 / 100
Redwood Mutual Funds List
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | REIT | Jun 23, 2023 | 5.16% | 3.02% | — | 7.14% | 100 | ||||||||
| Redwood Managed Volatility Fund | Nontraditional Bonds | Dec 18, 2013 | 1.56% | 1.32% | 1.84% | 4.97% | 84 | ||||||||
| Redwood AlphaFactor Tactical International Fund | Foreign Large Cap Equities | Nov 2, 2017 | 1.22% | 9.71% | — | 7.96% | 54 | ||||||||
| Redwood Managed Municipal Income Fund | High Yield Muni | Mar 8, 2017 | 1.00% | -0.56% | — | 3.60% | 17 | ||||||||
| Redwood Systematic Macro Trend ("SMarT") Fund | Systematic Trend | Nov 1, 2017 | 1.30% | 9.60% | — | 4.11% | 32 |
Explore top Redwood Mutual Fund Categories and Asset Classes
Redwood Bond Mutual fundsRedwood Alternatives Mutual fundsRedwood Equity Mutual fundsRedwood Real Estate Mutual fundsRedwood Foreign Large Cap Equities Mutual fundsRedwood High Yield Muni Mutual fundsRedwood Nontraditional Bonds Mutual fundsRedwood REIT Mutual fundsRedwood Systematic Trend Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
Loading charts...
5 Years
Best Redwood Mutual funds by Risk/Return Score
The top Redwood Mutual funds by PortfoliosLab Risk/Return Score are CREMX (100) and RWDIX (84).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | |
| Redwood Managed Volatility Fund | 84 | — | Dec 2013 | |
| Redwood AlphaFactor Tactical International Fund | 54 | — | Nov 2017 | |
| Redwood Systematic Macro Trend ("SMarT") Fund | 32 | — | Nov 2017 | |
| Redwood Managed Municipal Income Fund | 17 | — | Mar 2017 |
Best-Performing Redwood Mutual funds Over 5 Years
The top Redwood Mutual funds is RWSIX (2.34%).
Across the lineup, Redwood Mutual funds show an average 1-year return of 11.28% and an average 5-year return of 0.80%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Redwood Systematic Macro Trend ("SMarT") Fund | 2.34% | — | Nov 2017 | |
| Redwood AlphaFactor Tactical International Fund | 1.72% | — | Nov 2017 | |
| Redwood Managed Volatility Fund | 0.28% | — | Dec 2013 | |
| Redwood Managed Municipal Income Fund | -1.15% | — | Mar 2017 |
Lowest-Cost Redwood Mutual funds
The top Redwood Mutual funds is RWMIX (1.00%).
With an average expense ratio of 2.05%, Redwood Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Redwood Managed Municipal Income Fund | 1.00% | — | Mar 2017 | |
| Redwood AlphaFactor Tactical International Fund | 1.22% | — | Nov 2017 | |
| Redwood Systematic Macro Trend ("SMarT") Fund | 1.30% | — | Nov 2017 | |
| Redwood Managed Volatility Fund | 1.56% | — | Dec 2013 | |
| Redwood Real Estate Income Fund | 5.16% | — | Jun 2023 |
Highest-Yield Redwood Mutual funds
The top Redwood Mutual funds is RWIIX (7.96%).
Across the lineup, Redwood Mutual funds show an average dividend yield of 5.56%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | 7.96% | — | Nov 2017 | |
| Redwood Real Estate Income Fund | 7.14% | — | Jun 2023 | |
| Redwood Managed Volatility Fund | 4.97% | — | Dec 2013 | |
| Redwood Systematic Macro Trend ("SMarT") Fund | 4.11% | — | Nov 2017 | |
| Redwood Managed Municipal Income Fund | 3.60% | — | Mar 2017 |
Top Mutual funds Issuers
Fidelity · 977 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 223 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 123 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 108 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
CREMX vs. BREFXCREMX vs. FIKMXCREMX vs. FIRIXCREMX vs. GRIFXCREMX vs. GREIXRWIIX vs. SWISXRWIIX vs. EPDIXRWIIX vs. EPDPXRWIIX vs. TBGVXRWIIX vs. PZRIXRWSIX vs. AQMNXRWSIX vs. CSAIXRWSIX vs. QMHNXRWSIX vs. PQTPXRWSIX vs. ABYAXRWDIX vs. DCAIXRWDIX vs. FPFIXRWDIX vs. CBYYXRWDIX vs. EGRIXRWDIX vs. PMOTXRWMIX vs. GWMEXRWMIX vs. AMHIXRWMIX vs. ABHYXRWMIX vs. NSIOXRWMIX vs. FRHIX