CRTPX Mutual Fund

CRTPX Mutual Fund

NAV$10.56
See how much of CRTPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Aug 31, 2026

Net Assets
$164M
Expense Ratio
1.81%
Dividend Yield (Current)
-
Holdings
2
Inception Date
Feb 11, 2026
Fund Family
Potomac Fund
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

Asset Allocation

Cash: 0.93%
Other: 99.07%
See how much of CRTPX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
SPLGSPDR Portfolio Large Cap ETF99.07%
-Cash And Cash Equivalents0.93%
Top 10 Concentration: 100.00%Report Date: Aug 31, 2026
Download all 2 holdings for CRTPX
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

CRTPX Mutual Fund Overview

CRTPX Mutual Fund (Potomac Tactically Passive Fund Institutional Class) is managed by Potomac Fund with $163.7M in net assets. CRTPX expense ratio is 1.81%, holding 2 positions across sectors including Financials. Inception date: 2026-02-11.

CRTPX performance shows data across multiple time periods..

CRTPX top holdings include SPDR Portfolio Large Cap ETF (99.1%), Cash And Cash Equivalents (0.9%). Go to all CRTPX holdings, CRTPX sectors, or CRTPX dividends.

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