Potomac Tactical Rotation FundSDTRX
Type
Mutual fund
Peer group
Allocation
Net assets
$255.3M
Expense ratio
2.58%
1-year return
—
3 years, a year
—
5 years, a year
—
Holdings
9
What it aims to do.
The Potomac Tactical Rotation Fund (the Fund) seeks growth and income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| iShares Trust | 23.02% |
| BondBloxx ETF Trust | 12.46% |
| State Street Institutional Investment Trust | 10.17% |
| WisdomTree Trust | 9.87% |
| Select Sector SPDR Trust | 9.73% |
| Select Sector SPDR Trust | 9.72% |
| Vanguard World Funds | 9.72% |
| EA Series Trust | 9.46% |
| Chicago Mercantile Exchange | 1.39% |
More on SDTRX.
- SDTRX overview
- SDTRX holdings
- SDTRX risk
- SDTRX costs
- SDTRX money in and out
- SDTRX share classes
- Compare SDTRX with other funds
Returns after fees, from the fund's SEC filings. Past returns are not a promise. Not financial advice.