NasdaqGM - Delayed Quote USD
Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMART") Fund (RWSIX)
As of 8:05 AM EST. Market Open.
Investment Information
- Min Initial Investment
- 10,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Cetera Advisors LLC
- Schwab Institutional
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 11.01.2023
- Fidelity Institutional FundsNetwork
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- TD Ameritrade Institutional
- Securities America Advisors
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- Securities America Inc.
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - February 2024
- Avantax
Fund Summary
Utilizing a quantitative and tactical approach, the fund implements an investment strategy that seeks to hold a diversified portfolio of securities, ETFs, open-end investment companies and/or closed-end investment companies, including tender offer and interval funds within any of the following asset classes when, in the view of the Adviser, various risk measurements show the potential to produce positive returns: domestic and international small-cap equities; growth and income equities; preferred securities; convertible bonds; high yield bonds and leveraged loans.
Fund Overview
| Category | Tactical Allocation |
| Fund Family | Redwood Investment Management, LLC |
| Net Assets | 245.34M |
| YTD Return | 9.61% |
| Yield | 4.45% |
| Morningstar Rating | |
| Inception Date | Nov 02, 2017 |
Performance & Risk
| YTD Return | 14.29% |
| 5y Average Return | 11.97% |
| Rank in Category (ytd) | 44 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.77 |
| Morningstar Risk Rating |
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