SDTOX Mutual Fund

SDTOX Mutual Fund

NAV$9.98
See how much of SDTOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Mar 31, 2026

Net Assets
$203,204.04
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: 16.79%
Other: 83.20%
See how much of SDTOX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
GVMXXState Street Institutional US Government Money Market Fund15.34%
SGOVIshares 0-3 Month Treasury Bond ETF14.55%
XHLFBblx 6M Ust ETF13.08%
SILGlobal X Silver Miners ETF7.25%
SMHVaneck Semiconductor Etf7.09%
Top 10 Concentration: 91.80%Report Date: Mar 31, 2026
Download all 11 holdings for SDTOX
CSV export with sector, industry & share changes
Get CSV

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 $203,204.04 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 State Street Institutional US Government Money Market Fund (15.3%), Ishares 0-3 Month Treasury Bond ETF (14.6%), Bblx 6M Ust ETF (13.1%), Global X Silver Miners ETF (7.3%), Vaneck Semiconductor Etf (7.1%). 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.