CRMVX Mutual Fund

CRMVX Mutual Fund (Potomac Managed Volatility Fund Institutional Class) is managed by Potomac Fund with $261.0M in net assets. CRMVX expense ratio is 1.66%, holding 5 positions across sectors including Financials. Inception date: 2020-07-01.

CRMVX performance shows a YTD return of 1.01%. The 1-year return is 4.30% and the 5-year return is 2.01%. CRMVX dividend yield stands at 5.70%, paid annually.

CRMVX top holdings include State Street Institutional US Government Money Market Fund (49.9%), Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (12.8%), Imgp Dbi Managed Futures Strategy Etf (12.5%), Kfa Mount Lucas Managed Futures Index Strategy Etf (12.3%), Invesco Db US Dollar Index Bullish Fund (12.3%). Go to all CRMVX holdings, CRMVX sectors, or CRMVX dividends.

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