Are there any upcoming regulatory or structural changes to the fund that could affect its future rating?

No known regulatory or structural shifts on the horizon

The press release only highlights the Potomac Defensive Bull Fund’s (CRDBX) recent 5‑star Morningstar rating and its 5‑year anniversary. It does not mention any pending regulatory actions (e.g., SEC rule changes, tax‑code adjustments) or internal structural modifications such as a change in the fund’s investment mandate, fee schedule, share class, or asset‑allocation limits. Consequently, there is no immediate catalyst that would force a re‑rating of the fund in the near term.

Trading implications

Because the fund’s rating is presently anchored to its strong risk‑adjusted performance, the absence of regulatory or structural headwinds means the 5‑star rating is likely to remain a stable reference point for investors. Traders can continue to use the rating as a positive signal when positioning in CRDBX or related tactical‑allocation strategies. However, it remains prudent to monitor broader industry developments—such as potential SEC “modern‑portfolio‑theory” guidance or changes to the “tactical allocation” definition—that could, down the line, prompt a re‑evaluation of the fund’s eligibility or weighting within the Morningstar Tactical Allocation category. Until such changes materialize, the fund’s rating outlook stays intact.