Morningstar

Potomac Managed Volatility Fund Class R Shares SDMVX

Medalist Rating as of Aug 31, 2026 See Potomac Fund Management Investment Hub

Strategy

The investment seeks total return. The fund seeks total return by constructing a portfolio that is comprised, under normal market conditions, of exchange traded funds ("ETFs"), mutual funds (open-end investment companies),and derivatives, and/or cash and cash equivalents. The advisor actively allocates the fund's assets across fixed income and alternative underlying funds that demonstrate low volatility and favorable risk adjusted returns. It 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
CRMVX	Potomac Managed Volatility Fund - Institutional class	Institutional	Open			Jul 1, 2020	$306.20M	1.660%	High	$5,000	$106.76M
SDMVX	Potomac Managed Volatility Fund Class R Shares	Retirement, Large	Open			May 28, 2026	$1.48M	2.660%	High	$5,000	—

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