SDTOX Mutual Fund

SDTOX Mutual Fund

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Fund Essentials - as of Jun 30, 2026

Net Assets
$2M
Expense Ratio
2.74%
Dividend Yield (Current)
-
Holdings
11
Inception Date
May 28, 2026
Fund Family
Potomac Fund
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Cash: 9.60%
Other: 90.40%
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Top Holdings

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TickerNameWeight
SGOVIshares 0-3 Month Treasury Bond ETF11.53%
SMHVaneck Semiconductor Etf10.47%
XHLFBblx 6M Ust ETF9.97%
IWOIshares Russell 2000 Growth9.91%
IWMIshares Russell 2000 Index ETF9.79%
Top 10 Concentration: 100.00%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

SDTOX Mutual Fund Overview

SDTOX Mutual Fund (Potomac Tactical Opportunities Fund Class R) is managed by Potomac Fund with $1.9M in net assets. SDTOX expense ratio is 2.74%, holding 11 positions across sectors including Financials, Materials, Energy. Inception date: 2026-05-28.

SDTOX performance shows data across multiple time periods..

SDTOX top holdings include Ishares 0-3 Month Treasury Bond ETF (11.5%), Vaneck Semiconductor Etf (10.5%), Bblx 6M Ust ETF (10.0%), Ishares Russell 2000 Growth (9.9%), Ishares Russell 2000 Index ETF (9.8%). Go to all SDTOX holdings, SDTOX sectors, or SDTOX dividends.

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