Skip to Content
Morningstar

Redwood AlphaFactor Tactical Intl N RWINX

Morningstar Medalist Rating
Medalist Rating as of | See Redwood Asset Investment Hub
  • NAV / 1-Day Return 15.17  /  +0.46 %
  • Total Assets 226.4 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Large Value
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 6.55%
  • Turnover 373%

USD | NAV as of May 21, 2024 | 1-Day Return as of May 21, 2024, 10:53 PM GMT+0

Morningstar’s Analysis RWINX

Will RWINX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RWINX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RWINX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RWINX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Redwood AlphaFactor Tactical Intl N's recent fee cut drives an upgrade to this strategy's Morningstar Medalist Rating to Neutral from Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RWINX

More RWINX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Redwood Real Estate Income Fund

7.97 26.3 Mil
—

Us Bank Mmda - Usbgfs 9

4.66 15.4 Mil
Cash and Equivalents

First American Government Obligs X

3.16 10.4 Mil
Cash and Equivalents

Us Dollars

1.75 5.8 Mil
Cash and Equivalents

Recv 4704 Jt

1.17 3.9 Mil
—

Telefonica Deutschland Holding AG

1.12 3.7 Mil
Communication Services

Grupo Financiero Inbursa SAB de CV Series O

1.11 3.7 Mil
Financial Services

Evergreen Marine Corp (Taiwan) Ltd

1.06 3.5 Mil
Industrials

601225 C1

1.06 3.5 Mil
—

Asustek Computer Inc

1.00 3.3 Mil
Technology