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Two Roads Shared Trust - Redwood Activist Leaders Fund (RWLIX)

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As of 09:00PM EDT. Market open.

Two Roads Shared Trust - Redwood Activist Leaders Fund

Two Roads Shared Trust (Redwood)

17605 WRIGHT STREET

OMAHA NE 68130

855-733-3863
Management Information
Michael T. Cheung,Lead Manager since November 1, 2017
Michael is a Portfolio Manager and Head of Quantitative Research at Redwood Investment Management. Michael works closely with the firm’s founder and President in overseeing the development, implementation, and live risk management of Redwood’s investment strategies. He leads the quantitative research effort including other members of the quantitative analyst team, and is responsible for proprietary investment model algorithm design and maintenance. Michael brings extensive experience working with a variety of programming languages and database structures, as well as broad knowledge of capital markets, global macro, and quantitative analysis, from his prior experience as a head trader on a proprietary equities trading desk. In addition, Michael was also formerly the head of a statistical arbitrage strategy that traded across multiple asset classes. He studied quantitative economics and mathematics at the University of California, Irvine.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Blend
Fund FamilyRedwood
Net Assets18M
YTD Return-17.05%
Yield1.64%
Morningstar RatingN/A1
Inception DateNov 1, 2017

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover92.00%
Average for CategoryN/A

Fees & Expenses

ExpenseRWLIXCategory Average
Annual Report Expense Ratio (net)0.90%0.94%
Prospectus Net Expense Ratio0.90%N/A
Prospectus Gross Expense Ratio1.10%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.32%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection330N/A
5 Yr Expense Projection587N/A
10 Yr Expense Projection1,322N/A