Morningstar

Redwood Systematic Macro Trend ("SMarT") Fund Class I RWSIX

Morningstar Medalist Rating
Medalist Rating as of | See Redwood Investment Management Investment Hub
  • NAV / 1-Day Return 17.27  /  +0.76 %
  • Total Assets 116.6M
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 4.21%
  • Turnover 134%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:55 AM GMT+0

Morningstar’s Analysis RWSIX

Will RWSIX 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 RWSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Redwood Systematic Macro Trnd (SMarT) I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings RWSIX

More RWSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 76.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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