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Morningstar

Conquer Risk Tactical Opportunities CRTOX

Morningstar Medalist Rating
Medalist Rating as of | See Potomac Fund Management Investment Hub
  • NAV / 1-Day Return 9.61  /  −0.52 %
  • Total Assets 103.4 Mil
  • Adj. Expense Ratio
    1.870%
  • Expense Ratio 1.870%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Tactical Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.65%
  • Turnover 1,209%

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

Morningstar’s Analysis CRTOX

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

  • People Pillar

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

Conquer Risk Tactical Opportunities's Average Process Pillar and People 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-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CRTOX

More CRTOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Cash and Equivalents