SDTRX Mutual Fund

NAV$10.04

Fund Essentials - as of Mar 31, 2026

Net Assets
$100,949.2
Expense Ratio
-
Dividend Yield (Current)
-
Holdings
9
Inception Date
May 28, 2026
Fund Family
Potomac Fund
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Cash: 10.65%
Other: 89.35%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
SGOVIshares 0-3 Month Treasury Bond ETF23.02%
XHLFBblx 6M Ust ETF12.46%
GVMXXState Street Institutional US Government Money Market Fund10.17%
DXJWisdomtree Japan Hedged Equity Fund9.87%
XLVHealth Care Select Sector9.73%
Top 10 Concentration: 95.54%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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SDTRX Mutual Fund Overview

SDTRX Mutual Fund (Potomac Tactical Rotation Fund Class R) is managed by Potomac Fund with $100,949.2 in net assets. holding 9 positions across sectors including Financials, Unknown, Health Care. Inception date: 2026-05-28.

SDTRX performance shows data across multiple time periods..

SDTRX 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 SDTRX holdings, sector breakdown, or dividend history.

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