CRDBX Mutual Fund

CRDBX Mutual Fund (Potomac Defensive Bull Fund Institutional Class) is managed by Potomac Fund with $4.46B in net assets. CRDBX expense ratio is 1.39%, holding 4 positions across sectors including Financials. Inception date: 2020-07-01.

CRDBX performance shows a YTD return of 20.96%. The 1-year return is 29.72% and the 5-year return is 13.70%. CRDBX dividend yield stands at 16.04%, paid annually.

CRDBX top holdings include Ishares Core S&p 500 ETF (71.0%), Cash And Cash Equivalents (19.4%), Bblx 6M Ust ETF (9.1%), E-Mini S&P 500 Future Sept 26 (0.6%). Go to all CRDBX holdings, CRDBX sectors, or CRDBX dividends.

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