CRTBX Mutual Fund

CRTBX Mutual Fund (Potomac Tactical Rotation Fund Institutional Class) is managed by Potomac Fund with $309.7M in net assets. CRTBX expense ratio is 1.58%, holding 9 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 2020-07-01.

CRTBX performance shows a YTD return of 8.63%. The 1-year return is 15.51% and the 5-year return is 5.22%. CRTBX dividend yield stands at 8.48%, paid annually.

CRTBX top holdings include Ishares 0-3 Month Treasury Bond ETF (23.0%), Bblx 6M Ust ETF (12.5%), State Street Institutional US Government Money Market Fund (10.2%), Wisdomtree Japan Hedged Equity Fund (9.9%), Health Care Select Sector (9.7%). Go to all CRTBX holdings, CRTBX sectors, or CRTBX dividends.

CRTBX can be compared against other funds. Use CRTBX overlap to find shared positions, or CRTBX vs another fund for a side-by-side view. CRTBX alternatives are available via the screener, along with tax-loss harvesting opportunities.