SDMVX Mutual Fund

NAV$9.98

AUM$985,581.21

TER2.66%

Holdings5

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SDMVX Mutual Fund

NAV$9.98

Potomac Managed Volatility Fund Class R

AUM$985,581.21

TER2.66%

Holdings5

See how much of SDMVX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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See the full sector breakdown of SDMVX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—
—	—	—
—	—	—

Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

SDMVX Mutual Fund Sector Allocation

SDMVX sector allocation breaks down across Financials (0.0%). Across 5 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

SDMVX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

SDMVX by country shows geographic exposure. SDMVX overlap reveals how sector exposure compares with other funds.