Morningstar

Potomac Defensive Bull Fund - Institutional class CRDBX

Medalist Rating as of Aug 31, 2026 See Potomac Fund Management Investment Hub

Strategy

The investment seeks long-term capital appreciation. The fund seeks long-term capital appreciation by constructing a portfolio that is comprised, under normal market conditions, of exchange traded funds ("ETFs"), mutual funds (open-end investment companies), derivatives, and/or cash and cash equivalents. It will generally use funds that hold a broad-based basket of equity securities. During downward trending markets, the Advisor will attempt to reduce downside exposure by limiting the fund's investments to cash and cash equivalents. The fund is non-diversified.

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
CRDBX	Potomac Defensive Bull Fund - Institutional class	Institutional	Open			Jul 1, 2020	$4.69B	1.390%	Average	$5,000	$1.55B
SDDBX	Potomac Defensive Bull Fund Class R Shares	Retirement, Large	Open			May 28, 2026	$20.36M	2.390%	Above Average	$5,000	—

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