CRTOX Mutual Fund

CRTOX Mutual Fund

NAV$10.87
See how much of CRTOX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Mar 31, 2026

Net Assets
$259M
Expense Ratio
1.74%
Dividend Yield (Current)
11.71%
Holdings
11
Inception Date
Jul 1, 2020
Fund Family
Potomac Fund
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+4.46%
1 Year+16.67%
3 Year+5.20%
5 Year+3.75%

Asset Allocation

Cash: 16.79%
Other: 83.20%
See how much of CRTOX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
GVMXXState Street Institutional US Government Money Market Fund15.34%
SGOVIshares 0-3 Month Treasury Bond ETF14.55%
XHLFBblx 6M Ust ETF13.08%
SILGlobal X Silver Miners ETF7.25%
SMHVaneck Semiconductor Etf7.09%
Top 10 Concentration: 91.80%Report Date: Mar 31, 2026
Download all 11 holdings for CRTOX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
11.71%
Frequency
Annually
Latest Distribution
$1.50
-

Peer Comparison

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

CRTOX Mutual Fund Overview

CRTOX Mutual Fund (Potomac Tactical Opportunities Fund Institutional Class) is managed by Potomac Fund with $259.0M in net assets. CRTOX expense ratio is 1.74%, holding 11 positions across sectors including Financials, Materials, Energy. Inception date: 2020-07-01.

CRTOX performance shows a YTD return of 4.46%. The 1-year return is 16.67% and the 5-year return is 3.75%. CRTOX dividend yield stands at 11.71%, paid annually.

CRTOX top holdings include State Street Institutional US Government Money Market Fund (15.3%), Ishares 0-3 Month Treasury Bond ETF (14.6%), Bblx 6M Ust ETF (13.1%), Global X Silver Miners ETF (7.3%), Vaneck Semiconductor Etf (7.1%). Go to all CRTOX holdings, CRTOX sectors, or CRTOX dividends.

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