RWDNX
ActiveRedwood Managed Volatility Fund
Category: US Equity (9,528 funds)
Expense Ratio
2.39%
Annual Cost per $10K
$239.00
30-Year Fee Drag per $10K
$37,468
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+3.86%
Asset Allocation
US Equity
80%US Bond
14%Intl Bond
2%Cash
4%Fee Comparison
RWDNX
2.39%US Equity average
1.06%US Equity cheapest
0.00%Index benchmark
0.03%125% more expensive than category average
Historical Returns
Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly
+13.06%3Y
Compare to
Fee Impact Calculator
$
%
RWDNX at 2.39%$193,271
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$187,342
Cost vs index fund−$184,154
Similar Funds (100)
Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025
| Ticker | Name | ER |
|---|---|---|
| RWDNX | Redwood Managed Volatility Fund | 2.39% |
| CPATX | Counterpoint Tactical Income Fund | 2.25% |
| RICAX | Investment Co of America | 1.36% |
| FSLTX | Strategic Advisers Alternatives Fund | 1.56% |
| RWDYX | Redwood Managed Volatility Fund$100K min | 2.26% |
| AAFTX | American Funds 2035 Target Date Retirement Fund | 0.67% |
| MEGBX | MFS Growth Fund | 1.58% |
| RRMGX | T. Rowe Price Mid-Cap Growth Fund, Inc. | 1.29% |
| QCGRFX | College Retirement Equities Fund - Growth Account | — |
| FRDTX | Franklin Rising Dividends Fund | 1.58% |
| NLSAX | Neuberger Berman Long Short Fund | 1.68% |
| TIBOX | Thornburg Investment Income Builder Fund | 0.84% |
| BLPAX | American Funds Moderate Growth and Income Portfolio | 0.93% |
| FDYNX | Franklin Dynatech Fund | 1.57% |
| FNICX | Fidelity Advisor New Insights Fund | 1.65% |
| MERFX | The Merger Fund | 1.56% |
| FACGX | Fidelity Advisor Growth Opportunities Fund | 1.49% |
| ACIIX | Equity Income Fund | 0.59% |
| PMAQX | MidCap Fund | 1.46% |
| JDVFX | Disciplined Value Fund | 1.71% |
| MLABX | NYLI Winslow Large Cap Growth Fund | 1.86% |
| MCBVX | MFS Mid Cap Value Fund | 1.74% |
| FRGSX | Franklin Growth Fund | 1.54% |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | 0.35% |
| RRFDX | T. Rowe Price Equity Income Fund | 1.25% |
| WFPCX | Allspring Special Mid Cap Value Fund | 1.87% |
| EKBDX | Allspring Diversified Capital Builder Fund | 1.01% |
| RYCCX | NASDAQ-100 2x Strategy Fund | 1.74% |
| HDGRX | THE HARTFORD DIVIDEND AND GROWTH FUND | 1.34% |
| RTLCX | Tax-Managed U.S. Large Cap Fund | 1.91% |
| ECASX | Eaton Vance Atlanta Capital SMID-Cap Fund | 1.87% |
| TAMVX | T. Rowe Price Mid-Cap Value Fund, Inc. | 1.10% |
| EPGCX | Fidelity Advisor Equity Growth Fund | 1.67% |
| RYCTX | S&P 500 2x Strategy Fund | 2.49% |
| CGIOX | Calamos Growth & Income Fund | 0.73% |
| LONAX | Longboard Fund | 2.24% |
| MXMPX | Empower Moderate Profile Fund | 0.90% |
| PASVX | T. Rowe Price Small-Cap Value Fund, Inc. | 1.16% |
| CSECX | Calvert Equity Fund | 1.65% |
| RYNVX | Nova Fund | 1.41% |
| LMPLX | ClearBridge Large Cap Growth Fund | 1.33% |
| BPTUX | Baron Partners Fund | 1.99% |
| VSCAX | Invesco Small Cap Value Fund | 1.35% |
| FHCLX | Select Health Care Portfolio | — |
| SAPCX | ClearBridge Appreciation Fund | 1.65% |
| FAIRX | The Fairholme Fund | 1.00% |
| JCLGX | Multimanager Lifestyle Growth Portfolio | 2.08% |
| MFRBX | MFS Research Fund | 1.52% |
| UBVAX | Undiscovered Managers Behavioral Value Fund | 1.24% |
| TEMTX | Franklin Mutual Shares Fund | 1.75% |
| SBPLX | ClearBridge Dividend Strategy Fund | 1.74% |
| JHLVX | Fundamental Large Cap Core Fund | 1.77% |
| TQAAX | T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | 1.07% |
| DCCCX | Macquarie Small Cap Core Fund | 1.81% |
| RMQAX | Monthly Rebalance NASDAQ-100 2x Strategy Fund | 1.42% |
| FKMCX | Fidelity Mid-Cap Stock Fund | 1.69% |
| CIPAX | American Funds Conservative Growth and Income Portfolio | 0.88% |
| FUNCX | Victory Pioneer Fundamental Growth Fund | 1.72% |
| HFMRX | THE HARTFORD MIDCAP FUND | 1.45% |
| DEVCX | Macquarie Small Cap Value Fund | 1.85% |
| SHISX | BlackRock Health Sciences Opportunities Portfolio | 1.15% |
| GOGFX | Victory Sycamore Small Company Opportunity Fund | 1.23% |
| QLD | ProShares Ultra QQQ | 0.95% |
| JILBX | Multimanager Lifestyle Balanced Portfolio | 0.96% |
| FSIUX | Invesco Dividend Income Fund | 1.69% |
| BDSAX | BlackRock Advantage Small Cap Core Fund | 1.50% |
| LAFCX | LORD ABBETT AFFILIATED FUND INC | 1.44% |
| FCSDX | Fidelity Strategic Dividend and Income Fund | 1.67% |
| GTECX | Gateway Fund | 1.70% |
| FKACX | Franklin Growth Opportunities Fund | 1.69% |
| RPSIX | T. Rowe Price Spectrum Income Fund | 0.61% |
| CSMFX | Carillon Scout Mid Cap Fund | 2.00% |
| SMVLX | Smead Value Fund | 1.22% |
| ITHRX | THE HARTFORD CAPITAL APPRECIATION FUND | 1.42% |
| ATHWX | Heritage Fund | 1.50% |
| RSECX | U.S. Strategic Equity Fund | 1.85% |
| MISGX | Meridian Small Cap Growth Fund | 1.51% |
| AVPAX | American Beacon Small Cap Value Fund | 1.15% |
| HGORX | THE HARTFORD GROWTH OPPORTUNITIES FUND | 1.44% |
| FCPVX | Fidelity Small Cap Value Fund | 1.20% |
| DTLGX | Large Company Growth Portfolio | 1.30% |
| LGLRX | Lord Abbett Growth Leaders Fund | 1.15% |
| FISEX | Franklin Equity Income Fund | 0.83% |
| JSECX | JPMorgan Small Cap Equity Fund | 1.24% |
| GRRTX | Goldman Sachs Absolute Return Tracker Fund | 1.35% |
| CAPAX | Federated Hermes Capital Income Fund | 0.89% |
| PCSMX | SmallCap Growth Fund I | 1.44% |
| HQIRX | THE HARTFORD EQUITY INCOME FUND | 1.36% |
| PCEF | Invesco CEF Income Composite ETF | 2.71% |
| MSHLX | GROWTH PORTFOLIO | 1.37% |
| CCASX | CONESTOGA SMALL CAP FUND | 1.10% |
| ABCSX | AB Discovery Value Fund | 1.84% |
| ANOIX | Small Cap Growth Fund | 1.14% |
| PCUFX | PGIM Jennison Utility Fund | 1.61% |
| NDVAX | MFS New Discovery Value Fund | 1.46% |
| JULCX | Multimanager Lifestyle Conservative Portfolio | 0.82% |
| GABSX | The Gabelli Small Cap Growth Fund | 1.37% |
| PABVX | MidCap Value Fund I | 1.19% |
| LCLAX | ClearBridge Select Fund | 1.33% |
| MXCPX | Empower Conservative Profile Fund | 0.76% |
| SSICX | Ocean Park Tactical Core Income Fund | 2.05% |
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