Redwood Managed Volatility Fund Class I
RWDIX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Two Roads Shared Trust (Redwood) United States of America
- IPO Date
- Dec 19, 2013
- CIK
- 0001552947
- Website
- redwoodmutualfunds.com
- Similar Companies
- Business
- Redwood Managed Volatility Fund Class I (RWDIX) is an open-end mutual fund that seeks total return with prudent management of downside volatility through a quantitative, trend-following strategy focused on high-yield fixed-income markets. The fund invests primarily in diversified high-yield corporate bonds, bank loans, and similar fixed-income exposures during upward market trends; shifts to short-term fixed-income securities and money market instruments during downward trends; and allocates across U.S. bonds (approximately 90%), non-U.S. bonds (10%), cash, and minimal equities, with significant exposure to BB and B-rated credits, high-yield bond ETFs and mutual funds such as Vanguard High-Yield Corporate, American Funds American High-Inc, and BlackRock High Yield Institutional; it is available in Class I (RWDIX, minimum $2,500), Class N (RWDNX), and Class Y (RWDYX, minimum $20 million) shares. Advised by Redwood Investment Management, LLC, located in the San Francisco Bay Area and registered with the SEC, the fund operates in the nontraditional bond category, targeting institutional and high-net-worth investors seeking low interest-rate sensitivity and credit risk management; it was launched on December 19, 2013, with total net assets of approximately $140-158 million as of late 2025. In December 2024, the Board of Trustees approved Agreements and Plans of Reorganization involving the Redwood Managed Volatility Fund and other Redwood funds, including the Redwood AlphaFactor Tactical International Fund, Redwood Managed Municipal Income Fund, Redwood Systematic Macro Trend Fund, and LeaderShares ETFs, under which these existing funds will reorganize into new series of a single trust managed by Redwood Investment Management, with closings anticipated by the end of the third quarter of 2025 pending shareholder approval. Redwood Investment Management elevated three executives—Michael Sasaki, Conner Small, and Princess Gatela—to partner status, recognizing their contributions to firm growth and innovation in RiskFirst investment solutions. The firm continues to expand its offerings, including engineered risk-budgeted model portfolios combining strategic and tactical approaches across fixed-income, equity, and alternative assets.