SDMVX Mutual Fund

SDMVX Mutual Fund (Potomac Managed Volatility Fund Class R) is managed by Potomac Fund with $201,507.91 in net assets. SDMVX expense ratio is 2.66%, holding 5 positions across sectors including Financials. Inception date: 2026-05-28.

SDMVX performance shows data across multiple time periods..

SDMVX 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 SDMVX holdings, SDMVX sectors, or SDMVX dividends.

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