CRTBX Mutual Fund

NAV$11.97

AUM$289M

TER1.58%

Holdings9

CRTBX Mutual Fund

NAV$11.97

Potomac Tactical Rotation Fund Institutional Class

AUM$289M

TER1.58%

Holdings9

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Holdings Overlap Analysis

Compare CRTBX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CRTBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CRTBX Mutual Fund Overlap Analysis

CRTBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

CRTBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, CRTBX may share significant positions with broad-market funds.

CRTBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CRTBX tax-loss harvesting finds highly correlated but non-identical funds.