GreenFi Redwood Fund
REDWX
NASDAQ
| Weiss Ratings | REDWX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | REDWX-NASDAQ | Click to Compare |
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| Provider | GreenFi | |||
| Manager/Tenure (Years) | Adam Jokich (6), Alix Foulonneau (1) | |||
| Website | http://https://funds.greenfi.com/ | |||
| Fund Information | REDWX-NASDAQ | Click to Compare |
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| Fund Name | GreenFi Redwood Fund | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Nov 16, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 10.00 | |||
| Minimum Subsequent Investment | 1.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | REDWX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | REDWX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.23% | |||
| Asset Allocation | REDWX-NASDAQ | Click to Compare |
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| Cash | 0.69% | |||
| Stock | 99.31% | |||
| U.S. Stock | 99.31% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | REDWX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.53% | |||
| 30-Day Total Return | -0.15% | |||
| 60-Day Total Return | -2.38% | |||
| 90-Day Total Return | 1.04% | |||
| Year to Date Total Return | 9.18% | |||
| 1-Year Total Return | 11.13% | |||
| 2-Year Total Return | 29.21% | |||
| 3-Year Total Return | 63.11% | |||
| 5-Year Total Return | 43.72% | |||
| Price | REDWX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | REDWX-NASDAQ | Click to Compare |
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| Nav | $19.25 | |||
| 1-Month Low NAV | $19.25 | |||
| 1-Month High NAV | $19.76 | |||
| 52-Week Low NAV | $15.61 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $19.99 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | REDWX-NASDAQ | Click to Compare |
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| Beta | 1.14 | |||
| Standard Deviation | 14.80 | |||
| Balance Sheet | REDWX-NASDAQ | Click to Compare |
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| Total Assets | 155.08M | |||
| Operating Ratios | REDWX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.30% | |||
| Turnover Ratio | 37.49% | |||
| Performance | REDWX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.55% | |||
| Last Bear Market Total Return | -15.25% | |||