Morningstar

Potomac Defensive Bull Fund - Institutional class CRDBX

Morningstar Medalist Rating
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Medalist Rating as of See Potomac Fund Management Investment Hub
  • NAV / 1-Day Return $15.44  /  0.00
  • Fund Size $4.7B
  • Adjusted Expense Ratio 1.390%
  • Net Expense Ratio 1.120%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Tactical Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Limited
  • Investment Status Open
  • TTM Yield 1.10%
  • Turnover Ratio 1,275%
NAV and 1-Day Return as of

Morningstar’s Analysis CRDBX

Will CRDBX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CRDBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CRDBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CRDBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Potomac Defensive Bull - Instl holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings CRDBX

More CRDBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 80.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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