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Morningstar

Conquer Risk Tactical Rotation CRTBX

Morningstar Medalist Rating
Medalist Rating as of | See Potomac Fund Management Investment Hub
  • NAV / 1-Day Return 10.47  /  −0.38 %
  • Total Assets 141.4 Mil
  • Adj. Expense Ratio
    1.740%
  • Expense Ratio 1.740%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.00%
  • Turnover 1,209%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 PM GMT+0

Morningstar’s Analysis CRTBX

Will CRTBX 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 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.

Conquer Risk Tactical Rotation's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 second-highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings CRTBX

More CRTBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco S&P 500® Equal Weight ETF

50.29 60.0 Mil
—

Vanguard Total Stock Market ETF

9.93 11.9 Mil
—

WisdomTree US Quality Dividend Gr ETF

9.78 11.7 Mil
—

SPDR® Blmbg High Yield Bd ETF

9.71 11.6 Mil
—

JPMorgan Equity Premium Income ETF

9.54 11.4 Mil
—

WisdomTree Japan Hedged Equity ETF

9.34 11.1 Mil
—

Cash & Cash Equivalents

1.40 1.7 Mil
Cash and Equivalents