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Morningstar

Aspiration Redwood REDWX

Morningstar Medalist Rating
Medalist Rating as of | See Aspiration Investment Hub
  • NAV / 1-Day Return 17.16  /  +1.06 %
  • Total Assets 144.8 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 10
  • Status Open
  • TTM Yield 0.41%
  • Turnover 31%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 9:33 PM GMT+0

Morningstar’s Analysis REDWX

Will REDWX 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 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.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Aspiration Redwood to a Morningstar Medalist Rating of 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 highest quintile among peers.

by Morningstar Manager Research
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 39.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.57 11.7 Mil
Technology

Visa Inc Class A

4.34 6.7 Mil
Financial Services

Alphabet Inc Class A

4.07 6.3 Mil
Communication Services

Ameriprise Financial Inc

3.70 5.7 Mil
Financial Services

UnitedHealth Group Inc

3.69 5.7 Mil
Healthcare

Advanced Micro Devices Inc

3.68 5.7 Mil
Technology

Costco Wholesale Corp

3.66 5.7 Mil
Consumer Defensive

Eli Lilly and Co

3.33 5.2 Mil
Healthcare

Marsh & McLennan Companies Inc

3.02 4.7 Mil
Financial Services

Take-Two Interactive Software Inc

2.87 4.4 Mil
Communication Services