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Morningstar

Conquer Risk Managed Volatility CRMVX

Morningstar Medalist Rating
Medalist Rating as of | See Potomac Fund Management Investment Hub
  • NAV / 1-Day Return 10.07  /  +0.10 %
  • Total Assets 115.7 Mil
  • Adj. Expense Ratio
    2.070%
  • Expense Ratio 2.120%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 2.74%
  • Effective Duration 5.13 years

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis CRMVX

Will CRMVX outperform in 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 CRMVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CRMVX 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 CRMVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Conquer Risk Managed Volatility's Average Process and People Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings CRMVX

More CRMVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 97.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Fallen Angels USD Bond ETF

22.98 31.9 Mil
—

VanEck High Yield Muni ETF

17.63 24.5 Mil
—

SPDR® Nuveen Blmbg Hi Yld Muncpl Bd ETF

17.59 24.4 Mil
—

VanEck Fallen Angel HiYld Bd ETF

10.54 14.6 Mil
—

iShares 0-5 Year High Yield Corp Bd ETF

9.81 13.6 Mil
—

BondBloxx JP Morgan USD EM 1-10 Yr BdETF

9.75 13.5 Mil
—

Simplify High Yield PLUS Credit Hdg ETF

6.77 9.4 Mil
—

Franklin Dynamic Municipal Bond ETF

2.74 3.8 Mil
—

Cash & Cash Equivalents

2.20 3.1 Mil
Cash and Equivalents