CRDBX Fund rating

Potomac Defensive Bull Fund CRDBX Reaches 5-year milestone with a Fresh 5-Star Morningstar Rating™.

Published August 14, 2025 at 02:00 PM

BETHESDA, Md.--(BUSINESS WIRE)--Potomac is proud to announce that the Potomac Defensive Bull Fund (CRDBX) has received a 5-Star Overall Morningstar rating™ out of 229 funds in the Morningstar Tactical Allocation category as of July 31, 2025, coinciding with its 5th anniversary. Morningstar’s rating system evaluates funds based on their risk-adjusted returns relative to similar funds. Funds that rank in the top 10% of their category peers receive a 5-star rating. CRDBX is a unique tactical fund

Related Questions

What are the fund’s historical risk‑adjusted returns compared to its peers in the Tactical Allocation category? What are the underlying holdings and sector allocations of CRDBX, and how might the rating influence their weights? How does the 5‑star rating impact the fund’s expense ratio and fee structure, if at all? What is the expected impact on the fund’s liquidity and bid‑ask spreads following the rating announcement? Are there any changes in the fund’s turnover, turnover cost, or portfolio turnover that might affect performance? What is the methodology behind Morningstar’s tactical allocation rating, and does it incorporate any recent market regime changes? Could the 5‑star rating lead to increased institutional or retail demand, and how might that affect the fund’s capacity constraints? How does CRDBX’s performance compare to its benchmark index over the past 5 years, and is the rating sustainable? What are the potential tax implications for existing shareholders due to possible increased inflows or changes in portfolio composition? How does the fund’s risk profile (e.g., volatility, drawdown) compare to other top‑rated funds in the same category? Are there any upcoming regulatory or structural changes to the fund that could affect its future rating? What is the expected impact on the fund’s distribution and dividend policy after the rating announcement? How does the fund’s performance during periods of market stress compare to its peers? Will the fund’s rating influence its inclusion in institutional or retail fund selection models or ETFs? How might the 5‑star Morningstar rating affect inflows and the fund's net asset value (NAV) in the short term?