Morningstar

Potomac Tactical Rotation Fund Class R Shares SDTRX

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

Strategy

The investment seeks growth and income. The fund seeks growth and income 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 and fixed income ETFs and mutual funds overweighting those investments that exhibit the best risk-to-reward ratio. 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
CRTBX	Potomac Tactical Rotation Fund - Institutional class	Institutional	Open			Jul 1, 2020	$344.24M	1.580%	Above Average	$5,000	$95.99M
SDTRX	Potomac Tactical Rotation Fund Class R Shares	Retirement, Large	Open			May 28, 2026	$2.36M	2.580%	Above Average	$5,000	—

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