GreenFi Redwood FundREDWX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$135.8M
Expense ratio
1.30%
1-year return
+11.7%
3 years, a year
+10.6%
5 years, a year
+6.2%
Holdings
48
What it aims to do.
The primary investment objective of the GreenFi Redwood Fund (the Fund) is to maximize total return, consisting of capital appreciation and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp | 7.63% |
| GOOGL Alphabet Inc | 7.60% |
| MSFT Microsoft Corp | 6.28% |
| AMZN Amazon.com Inc | 4.80% |
| V Visa Inc | 3.61% |
| COST Costco Wholesale Cor | 3.00% |
| AVGO Broadcom Inc | 2.97% |
| LLY Eli Lilly & Co | 2.95% |
| TJX TJX Cos Inc/The | 2.86% |
| AAPL Apple Inc | 2.77% |
More on REDWX.
- REDWX overview
- REDWX holdings
- REDWX risk
- REDWX costs
- REDWX money in and out
- REDWX share classes
- Compare REDWX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.