Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Potomac Fund Management Mutual Funds
View all of Potomac Fund Management’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Potomac Fund Management Mutual Funds List
1 to 10 of 10 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Potomac Defensive Bull Fund Class R Shares | SDDBX | Tactical Allocation | — | — | 2.390% | Above Average | Retirement, Large | $5,000 | ||
| Potomac Defensive Bull Fund - Institutional class | CRDBX | Tactical Allocation | 25.12% | 2 | 1.390% | Average | Institutional | $5,000 | ||
| Potomac Tactical Opportunities Fund Class R Shares | SDTOX | Tactical Allocation | — | — | 2.740% | High | Retirement, Large | $5,000 | ||
| Potomac Managed Volatility Fund Class R Shares | SDMVX | Nontraditional Bond | — | — | — | 2.660% | High | Retirement, Large | $5,000 | |
| Potomac Managed Volatility Fund - Institutional class | CRMVX | Nontraditional Bond | — | 2.09% | 28 | 1.660% | High | Institutional | $5,000 | |
| Potomac Tactical Rotation Fund - Institutional class | CRTBX | Tactical Allocation | 11.32% | 30 | 1.580% | Above Average | Institutional | $5,000 | ||
| Potomac Tactical Rotation Fund Class R Shares | SDTRX | Tactical Allocation | — | — | 2.580% | Above Average | Retirement, Large | $5,000 | ||
| Potomac Tactical Opportunities Fund - Institutional class | CRTOX | Tactical Allocation | 8.24% | 48 | 1.740% | Above Average | Institutional | $5,000 | ||
| Potomac Tactically Passive Fund - Institutional Class | CRTPX | Tactical Allocation | — | — | — | 1.810% | High | No Load | $5,000 | |
| Potomac Tactically Passive Fund Class R Shares | SDTPX | Tactical Allocation | — | — | — | 2.810% | High | Retirement, Large | $5,000 |
Potomac Fund Management Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States