CRTBX Mutual Fund (Potomac Tactical Rotation Fund Institutional Class) is managed by Potomac Fund with $289.5M in net assets. CRTBX expense ratio is 1.58%, holding 9 positions across sectors including Financials, Unknown, Health Care. Inception date: 2020-07-01.

CRTBX performance shows a YTD return of 9.55%. The 1-year return is 20.51% and the 5-year return is 9.11%. CRTBX dividend yield stands at 8.32%, paid annually.

CRTBX top holdings include Ishares 0-3 Month Treasury Bond ETF (23.0%), Bblx 6M Ust ETF (12.5%), State Street Institutional US Government Money Market Fund (10.2%), Wisdomtree Japan Hedged Equity Fund (9.9%), Health Care Select Sector (9.7%). View all CRTBX holdings, sector breakdown, or dividend history.

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