CRTOX Mutual Fund

CRTOX Mutual Fund

NAV$10.16
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Fund Essentials - as of Aug 31, 2026

Net Assets
$270M
Expense Ratio
1.74%
Dividend Yield (Current)
1.31%
Holdings
13
Inception Date
Jul 1, 2020
Fund Family
Potomac Fund
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+8.23%
1 Year+11.13%
3 Year+8.75%
5 Year+4.45%

Asset Allocation

Cash: 9.60%
Other: 90.40%
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Top Holdings

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TickerNameWeight
SGOVIshares 0-3 Month11.53%
SMHVaneck Semiconductor Etf10.47%
XHLFBblx 6M Ust ETF9.97%
IWOIshares Russell 2000 Growth ETF9.91%
IWMIshares Russell 2000 Index ETF9.79%
Top 10 Concentration: 100.00%Report Date: Aug 31, 2026
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Dividend Summary

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Dividend Yield (Current)
1.31%
Frequency
Annually
Latest Distribution
$1.50
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CRTOX Mutual Fund Overview

CRTOX Mutual Fund (Potomac Tactical Opportunities Fund Institutional Class) is managed by Potomac Fund with $269.8M in net assets. CRTOX expense ratio is 1.74%, holding 13 positions across sectors including Financials, Materials, Energy. Inception date: 2020-07-01.

CRTOX performance shows a YTD return of 8.23%. The 1-year return is 11.13% and the 5-year return is 4.45%. CRTOX dividend yield stands at 1.31%, paid annually.

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

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