SDDBX Mutual Fund

SDDBX Mutual Fund

NAV$10.55
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Fund Essentials - as of Mar 31, 2026

Net Assets
$1M
Expense Ratio
2.39%
Dividend Yield (Current)
-
Holdings
4
Inception Date
May 28, 2026
Fund Family
Potomac Fund
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Other: 100.01%
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Top Holdings

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TickerNameWeight
IVVIshares Core S&p 500 ETF70.86%
XHLFBblx 6M Ust ETF9.43%
GVMXXState Street Institutional US Government Money Market Fund8.77%
-E-Mini S&P500 Futures June 20262.65%
Top 10 Concentration: 91.71%Report Date: Mar 31, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

SDDBX Mutual Fund Overview

SDDBX Mutual Fund (Potomac Defensive Bull Fund Class R) is managed by Potomac Fund with $1.4M in net assets. SDDBX expense ratio is 2.39%, holding 4 positions across sectors including Financials. Inception date: 2026-05-28.

SDDBX performance shows data across multiple time periods..

SDDBX top holdings include Ishares Core S&p 500 ETF (70.9%), Bblx 6M Ust ETF (9.4%), State Street Institutional US Government Money Market Fund (8.8%), E-Mini S&P500 Futures June 2026 (2.6%). Go to all SDDBX holdings, SDDBX sectors, or SDDBX dividends.

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