CRDBX Mutual Fund
CRDBX Mutual Fund
Potomac Defensive Bull Fund Institutional Class

CRDBX Mutual Fund Overview
CRDBX Mutual Fund (Potomac Defensive Bull Fund Institutional Class) is managed by Potomac Fund with $3.81B in net assets. CRDBX expense ratio is 1.39%, holding 4 positions across sectors including Financials, Unknown, Other. Inception date: 2020-07-01.
CRDBX performance shows a YTD return of 19.73%. The 1-year return is 37.40% and the 5-year return is 20.28%. CRDBX dividend yield stands at 12.80%, paid annually.
CRDBX top holdings include Ishares Core S&p 500 ETF (70.9%), Bblx 6M Ust ETF (9.4%), State Street Institutional US Government Money Market Fund (8.8%), Sofr 1Yr Midcurve Dec25P (2.6%). View all CRDBX holdings, sector breakdown, or dividend history.
CRDBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CRDBX alternatives are available via the screener, along with tax-loss harvesting opportunities.