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Potomac Tactically Passive Fund - Institutional Class CRTPX

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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"), and/or cash and cash equivalents. The ETFs in which the fund may invest are referred to as underlying funds throughout this Prospectus. The underlying funds generally invest in equity securities and/or fixed income securities. 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
CRTPX	Potomac Tactically Passive Fund - Institutional Class	No Load	Open	—	—	Feb 11, 2026	$164.25M	1.810%	High	$5,000	—
SDTPX	Potomac Tactically Passive Fund Class R Shares	Retirement, Large	Open	—	—	May 28, 2026	$2.02M	2.810%	High	$5,000	—

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