Morningstar

Potomac Tactical Opportunities Fund Class R Shares SDTOX

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

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"), mutual funds (open-end investment companies) derivatives, and/or cash and cash equivalents. The advisor actively allocates the fund's assets across equity ETFs and mutual funds that hold a broad-based basket of equity securities. 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
CRTOX	Potomac Tactical Opportunities Fund - Institutional class	Institutional	Open			Jul 1, 2020	$295.14M	1.740%	Above Average	$5,000	$87.58M
SDTOX	Potomac Tactical Opportunities Fund Class R Shares	Retirement, Large	Open			May 28, 2026	$1.62M	2.740%	High	$5,000	—

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