CRMVX Mutual Fund

CRMVX Mutual Fund (Potomac Managed Volatility Fund Institutional Class) is managed by Potomac Fund with $270.4M 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 2.02%. CRMVX dividend yield stands at 5.70%, paid annually.

CRMVX top holdings include Bondbloxx Ccc-Rated Usd High Yield Corporate Bond Etf (24.6%), Ishares, Canadian Universe Bond Index Etf (22.8%), Vanguard Emerging Markets Government Bond ETF (12.4%), Invesco Db US Dollar Index Bullish Fund (12.4%), Ishares F A Etf (12.4%). 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.