CRMVX Mutual Fund

CRMVX Mutual Fund (Potomac Managed Volatility Fund Institutional Class) is managed by Potomac Fund with $295.8M in net assets. CRMVX expense ratio is 1.66%, holding 10 positions across various sectors. Inception date: 2020-07-01.

CRMVX performance shows a YTD return of 1.21%. The 1-year return is 1.71% and the 5-year return is 2.04%. CRMVX dividend yield stands at 5.69%, paid annually.

CRMVX top holdings include Bondbloxx Ccc Rated Usd Hy Corp Etf (24.6%), BondBloxx BB Rated USD HY Corp Bd 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 CRMVX holdings, CRMVX sectors, or CRMVX dividends.

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