Morningstar

Potomac Tactical Rotation Fund - Institutional class CRTBX

Morningstar Medalist Rating
Medalist Rating as of | See Potomac Fund Management Investment Hub
  • NAV / 1-Day Return 11.77  /  +1.29 %
  • Total Assets 281.9M
  • Adj. Expense Ratio
    1.580%
  • Expense Ratio 1.410%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity High/Limited
  • Status Open
  • TTM Yield 1.36%
  • Turnover 917%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 10:06 PM GMT+0

Morningstar’s Analysis CRTBX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Potomac Tactical Rotation - Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CRTBX

More CRTBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 85.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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