Morningstar

GreenFi Redwood Fund REDWX

Morningstar Medalist Rating
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Medalist Rating as of See GreenFi Investment Hub
  • NAV / 1-Day Return $19.66  /  +0.61 %
  • Fund Size $157.5M
  • Adjusted Expense Ratio 1.300%
  • Net Expense Ratio 1.300%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $10
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 37%
NAV and 1-Day Return as of

Morningstar’s Analysis REDWX

Will REDWX outperform in the 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 REDWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the REDWX 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 REDWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings REDWX

More REDWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.82 11M
Technology

Microsoft Corp

6.80 11M
Technology

Alphabet Inc Class A

6.55 10M
Communication Services

Amazon.com Inc

4.95 8M
Consumer Cyclical

Apple Inc

4.54 7M
Technology

Broadcom Inc

4.03 6M
Technology

Visa Inc Class A

3.55 6M
Financial Services

Advanced Micro Devices Inc

3.34 5M
Technology

Eli Lilly and Co

3.08 5M
Healthcare

Micron Technology Inc

3.01 5M
Technology

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