REDWX – GreenFi Redwood Fund Investment Strategy | Morningstar

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Strategy

The investment seeks to maximize total return, consisting of capital appreciation and current income. To achieve its investment objective, the fund invests in, or seeks exposure to, companies that are attractive based on their fundamental valuation profile in addition to evaluating specific sustainability factors. The equity securities in which the fund invests include, but are not limited to, dividend-paying securities, common stock, preferred stock, equity securities of REITS, shares of investment companies, convertible securities, warrants, and rights.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
REDWX	GreenFi Redwood Fund	No Load	Open			Nov 16, 2015	$156.32M	1.300%	High	$10	−$12.17M

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