CRDBX Mutual Fund

CRDBX Mutual Fund (Potomac Defensive Bull Fund Institutional Class) is managed by Potomac Fund with $4.22B 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 19.45%. The 1-year return is 30.77% and the 5-year return is 14.86%. CRDBX dividend yield stands at 12.83%, paid annually.

CRDBX 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%), Sofr 1Yr Midcurve Dec25P (2.6%). 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.