Redwood Managed Volatility Fund Class I (RWDIX) Research

This fund employs a dynamic, trend-following approach to pinpoint key inflection points within the high yield bond and bank loan markets. Its management team utilizes a rigorous, data-driven methodology to allocate capital: favoring a diversified portfolio of high-yield bonds, bank loans, and comparable fixed income securities during upward market trends, and shifting into short-term fixed income assets when these markets are experiencing downward momentum.

Market snapshot

Symbol
RWDIX
Price
$11.12
Day change
+0.09%
Market cap
$74.1M
52-week range
10.85-11.29
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Century Zero Coupon 2025 Fund Investor Class (BTTRX)
  • Eventide Exponential Technologies Fund Class N (ETNEX)
  • Fidelity Select FinTech Portfolio (FSVLX)
  • iShares iBonds Dec 2035 Term Corporate ETF (IBCA)
  • Janus Henderson Small-Mid Cap Value Fund - T Shares (JSVTX)
  • Janus Henderson Small-Mid Cap Value Fund - I Shares (JVSIX)
  • Loomis Sayles Inflation Protected Securities Fund Retail Cl (LIPRX)
  • North Star Dividend Fund Class I (NSDVX)

Open Redwood Managed Volatility Fund Class I (RWDIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.