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RWDIX Redwood Managed Volatility I

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Fund RWDIX Redwood Managed Volatility I WAMBX WST Asset Manager - US Bond Investor  
100% 87%
Annual Fees
(1.95% Exp. Ratio)
(1.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.83% annual return
$9,547.56 $10,787.87
Est. savings over 30 yrs +$1,240.32
As of 9/30/16
1 YR RETURN 9.96%
3 YR --
5 YR --
10 YR --
1 YR RETURN 10.75%
3 YR --
5 YR --
10 YR --
The investment seeks a combination of total return and prudent management of portfolio downside volatility and downside loss. The fund uses a trend-following strategy that seeks to identify the critical turning points in the markets for high yield bonds and bank loans. It gains exposure to the high yield bond and bank loan markets through investments in investment companies, including open-end mutual funds, exchange-traded funds ("ETFs"), and closed-end funds, including business development companies. It is non-diversified.
The investment seeks total return from income and capital appreciation. The fund will generally invest in a combination of (i) U.S. high-yield debt securities (commonly known as "junk" bonds, and referred to herein as "High-Yield Securities") and (ii) U.S. investment grade debt securities and U.S. Treasury debt obligations (collectively, "Investment Grade Securities"). It invests without restriction as to issuer credit quality, capitalization or security maturity; however, other than periods when the fund is invested solely in cash, at least 10% of the fund's assets will generally be invested in Investment Grade Securities at all times. It is non-diversified.

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