SDTOX Mutual Fund

SDTOX Mutual Fund (Potomac Tactical Opportunities Fund Class R) is managed by Potomac Fund with $3.8M in net assets. SDTOX expense ratio is 2.74%, holding 10 positions across sectors including Financials, Materials, Energy. Inception date: 2026-05-28.

SDTOX performance shows a YTD return of 7.04%. The 1-year return is 6.57% and the 5-year return is 4.65%. SDTOX dividend yield stands at 10.78%, paid annually.

SDTOX 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 ETF 0.000%, 09/20/2019 (9.8%). 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.