CRTOX Mutual Fund
CRTOX Mutual Fund
NAV$9.44
AUM$284M
TER1.74%
Holdings10
See how much of CRTOX you already own
CRTOX Mutual Fund
NAV$9.44
Potomac Tactical Opportunities Fund Institutional Class
AUM$284M
TER1.74%
Holdings10
See how much of CRTOX you already own
CRTOX Mutual Fund Overlap Analysis
CRTOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CRTOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, CRTOX may share significant positions with broad-market funds.
CRTOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CRTOX tax-loss harvesting finds highly correlated but non-identical funds.