Redwood Managed Volatility FundRWDNX
Type
Mutual fund
Peer group
Allocation
Net assets
$75.1M
Expense ratio
2.39%
1-year return
+6.9%
3 years, a year
+3.8%
5 years, a year
-0.0%
Holdings
12
What it aims to do.
The Redwood Managed Volatility Fund (the ?Fund?) seeks a combination of total return and prudent management of portfolio downside volatility and downside loss.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Blackrock Funds V | 19.05% |
| American High Income Trust | 19.02% |
| Lord Abbett High | 19.01% |
| JPMorgan Trust II | 18.83% |
| Redwood Private Real Estate Debt Fund | 10.78% |
| Goldman Sachs Trust | 10.29% |
| Goldman Sachs Investor Tax-Exe | 1.61% |
| Vanguard Fixed Income Securities Funds | 0.06% |
| Principal Funds Inc | 0.02% |
| New York Life Investments Funds Trust | 0.00% |
More on RWDNX.
- RWDNX overview
- RWDNX holdings
- RWDNX risk
- RWDNX costs
- RWDNX money in and out
- RWDNX share classes
- Compare RWDNX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.