SDDBX Mutual Fund

SDDBX Mutual Fund

NAV$10.53
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Fund Essentials - as of Jun 30, 2026

Net Assets
$12M
Expense Ratio
2.39%
Dividend Yield (Current)
-
Holdings
4
Inception Date
May 28, 2026
Fund Family
Potomac Fund
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Cash: 19.36%
Other: 80.64%
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Top Holdings

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TickerNameWeight
IVVIshares Core S&p 500 ETF71.02%
-Cash and Cash Equivalents19.36%
XHLFBblx 6M Ust ETF9.06%
-E-Mini S&P 500 Future Sept 260.55%
Top 10 Concentration: 99.99%Report Date: Jun 30, 2026
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Peer Comparison

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

SDDBX Mutual Fund Overview

SDDBX Mutual Fund (Potomac Defensive Bull Fund Class R) is managed by Potomac Fund with $11.5M in net assets. SDDBX expense ratio is 2.39%, holding 4 positions across sectors including Financials. Inception date: 2026-05-28.

SDDBX performance shows data across multiple time periods..

SDDBX top holdings include Ishares Core S&p 500 ETF (71.0%), Cash and Cash Equivalents (19.4%), Bblx 6M Ust ETF (9.1%), E-Mini S&P 500 Future Sept 26 (0.6%). Go to all SDDBX holdings, SDDBX sectors, or SDDBX dividends.

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