SDMVX Mutual Fund

SDMVX Mutual Fund

NAV$9.98
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Fund Essentials - as of Jun 30, 2026

Net Assets
$985,581.21
Expense Ratio
2.66%
Dividend Yield (Current)
-
Holdings
5
Inception Date
May 28, 2026
Fund Family
Potomac Fund
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Cash: 2.99%
Other: 97.01%
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Top Holdings

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TickerNameWeight
XCCCBondbloxx Ccc-Rated Usd High Yield Corporate Bond Etf24.62%
XBBIshares, Canadian Universe Bond Index Etf22.80%
VWOBVanguard Emerging Markets Government Bond ETF12.44%
UUPInvesco Db US Dollar Index Bullish Fund12.42%
FALNIshares Fallen Angels USD Bond ETF12.40%
Top 10 Concentration: 100.01%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

SDMVX Mutual Fund Overview

SDMVX Mutual Fund (Potomac Managed Volatility Fund Class R) is managed by Potomac Fund with $985,581.21 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 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 Fallen Angels USD Bond ETF (12.4%). 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.