GreenFi Redwood Fund REDWX

Morningstar Medalist Rating
  • NAV / 1-Day Return$19.38  /  −0.15%
  • Fund Size$150.4M
  • Adjusted Expense Ratio1.300%
  • Net Expense Ratio1.300%
  • Fee Level: DistributionHigh
  • Share Class TypeNo Load
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$10
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio37%

Morningstar’s Analysis REDWX

Will REDWX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

GreenFi Redwood Fund holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings REDWX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings44.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.7210M
Technology

NVIDIA Corp

6.1710M
Technology

Alphabet Inc Class A

5.308M
Communication Services

Apple Inc

4.677M
Technology

Amazon.com Inc

4.637M
Consumer Cyclical

Visa Inc Class A

4.066M
Financial Services

Eli Lilly and Co

3.776M
Healthcare

Broadcom Inc

3.756M
Technology

Advanced Micro Devices Inc

2.784M
Technology

UnitedHealth Group Inc

2.704M
Healthcare

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