Redwood Managed Municipal Income Fund Class I (RWMIX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
13.05
0.00 (0.00%)
At close: Apr 2, 2026
Fund Assets84.81M
Expense Ratio1.64%
Min. Investment$10,000
Turnover596.00%
Dividend (ttm)0.47
Dividend Yield3.58%
Dividend Growth-12.54%
Payout FrequencyMonthly
Ex-Dividend DateMar 30, 2026
Previous Close13.05
YTD Return0.01%
1-Year Return-1.68%
5-Year Return-2.95%
52-Week Low13.05
52-Week High13.86
Beta (5Y)n/a
Holdings23
Inception DateMar 9, 2017

About RWMIX

Redwood Managed Municipal Income Fund is a high-yield municipal fixed-income mutual fund designed to generate tax-efficient income and total returns. The fund employs a quantitative and tactical approach to navigate municipal bond markets, strategically shifting between high-yielding municipal securities and municipal money market instruments based on prevailing risk conditions. It seeks to identify critical turning points in the markets to optimize portfolio positioning while managing downside volatility. The fund offers diversification benefits through exposure to high-yielding municipal bonds, which historically demonstrate low correlation to other fixed-income assets. This non-traditional strategy makes it particularly suitable for tax-conscious investors and retirement accounts seeking municipal income exposure. The fund primarily holds a diversified portfolio of municipal bond funds and cash equivalents, with an effective duration of approximately 10 years, positioning it for intermediate-term fixed-income investors.

Fund Family Redwood Investment Management, LLC
Category High Yield Muni
Performance Rating Low
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol RWMIX
Share Class Class I
Index Bloomberg Municipal Bond TR

Performance

RWMIX had a total return of -1.68% in the past year, including dividends. Since the fund's inception, the average annual return has been 1.30%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
RWMNXClass N2.56%

Dividend History

Ex-DividendAmountPay Date
Mar 30, 2026$0.0485Mar 31, 2026
Feb 26, 2026$0.0517Feb 27, 2026
Jan 29, 2026$0.092Jan 30, 2026
Nov 26, 2025$0.0471Nov 28, 2025
Oct 30, 2025$0.0548Oct 31, 2025
Sep 29, 2025$0.0387Sep 30, 2025
Full Dividend History