SDMVX Mutual Fund

NAV$9.89

Fund Essentials - as of Mar 31, 2026

Net Assets
$99,446.86
Expense Ratio
-
Dividend Yield (Current)
-
Holdings
5
Inception Date
May 28, 2026
Fund Family
Potomac Fund
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Other: 100.00%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
GVMXXState Street Institutional US Government Money Market Fund49.89%
PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF12.79%
DBMFImgp Dbi Managed Futures Strategy Etf12.50%
KMLMKfa Mount Lucas Managed Futures Index Strategy Etf12.32%
UUPInvesco Db US Dollar Index Bullish Fund12.29%
Top 10 Concentration: 99.79%Report Date: Mar 31, 2026
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Peer Comparison

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

SDMVX Mutual Fund (Potomac Managed Volatility Fund Class R) is managed by Potomac Fund with $99,446.86 in net assets. holding 5 positions across sectors including Financials, Unknown. Inception date: 2026-05-28.

SDMVX performance shows data across multiple time periods..

SDMVX top holdings include State Street Institutional US Government Money Market Fund (49.9%), Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (12.8%), Imgp Dbi Managed Futures Strategy Etf (12.5%), Kfa Mount Lucas Managed Futures Index Strategy Etf (12.3%), Invesco Db US Dollar Index Bullish Fund (12.3%). View all SDMVX holdings, sector breakdown, or dividend history.

SDMVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SDMVX alternatives are available via the screener, along with tax-loss harvesting opportunities.