SDTRX Mutual Fund

SDTRX Mutual Fund (Potomac Tactical Rotation Fund Class R) is managed by Potomac Fund with $206,525.17 in net assets. SDTRX expense ratio is 2.58%, holding 9 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 2026-05-28.

SDTRX performance shows data across multiple time periods..

SDTRX top holdings include Ishares 0-3 Month Treasury Bond ETF (23.0%), Bblx 6M Ust ETF (12.5%), State Street Institutional US Government Money Market Fund (10.2%), Wisdomtree Japan Hedged Equity Fund (9.9%), Health Care Select Sector (9.7%). Go to all SDTRX holdings, SDTRX sectors, or SDTRX dividends.

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