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 | Aspiration Funds | |||
| Manager/Tenure (Years) | Adam Jokich (4), Alix Foulonneau (0) | |||
| Website | http://www.aspiration.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 | 0.25% | |||
| Dividend | REDWX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.83% | |||
| Asset Allocation | REDWX-NASDAQ | Click to Compare |
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| Cash | 1.42% | |||
| Stock | 98.58% | |||
| U.S. Stock | 98.58% | |||
| 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 | -2.81% | |||
| 30-Day Total Return | 0.05% | |||
| 60-Day Total Return | 4.87% | |||
| 90-Day Total Return | 9.33% | |||
| Year to Date Total Return | 8.36% | |||
| 1-Year Total Return | 13.87% | |||
| 2-Year Total Return | 25.03% | |||
| 3-Year Total Return | 36.77% | |||
| 5-Year Total Return | 77.32% | |||
| 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 | $18.27 | |||
| 1-Month Low NAV | $18.26 | |||
| 1-Month High NAV | $18.80 | |||
| 52-Week Low NAV | $14.65 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $19.38 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | REDWX-NASDAQ | Click to Compare |
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| Beta | 1.04 | |||
| Standard Deviation | 16.86 | |||
| Balance Sheet | REDWX-NASDAQ | Click to Compare |
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| Total Assets | 146.39M | |||
| Operating Ratios | REDWX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.27% | |||
| Turnover Ratio | 22.55% | |||
| Performance | REDWX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.87% | |||
| Last Bear Market Total Return | -15.25% | |||