DETAILS
Morningstar Ticker SAUSA004UD
Model Type Tactical Allocation
Inception Date 01/01/2000
Account Minimum None
Model Fee 0 bps*
Investment Vehicles Mutual Funds
Typical Number of Holdings 4
Documents Fact Sheet
Holdings
as of 9/30/24
%
CRDBX
%
CRTBX
%
CRMVX
%
CRTOX
Details
Morningstar Ticker
Model Type
Inception Date
Account Minimum
Model Fee
Investment Vehicles
Typical Number of Holdings
Documents
as of 6/30/23
SAUSA004UD
Tactical Allocation
01/01/2000
None
0 bps*
Mutual Funds
4
Fact Sheet
Holdings
%
CRDBX
%
CRTBX
as of 9/30/24
%
CRMVX
%
CRTOX
Description
The strategy allocates using a suite of affiliated tactical mutual funds. Navigrowth will hold a core position that will focus on opportunistic domestic and international growth. The remainder will be allocated among a diverse group of tactical funds.
The underlying funds utilize a combination of dynamic asset allocation and mechanical system trading. Additionally, they employ risk management techniques including the use of hedging, treasuries, and cash positions during adverse market conditions; cash positions could at times be 100%.
Connect with our Sales Team about Potomac’s Navigrowth strategy.
Portfolio Managers
Manish Khatta
CEO & CIO
Dan Russo, CMT®
Portfolio Manager
Jeff Goodnow
Chief Growth Officer
Find Us at Your Favorite TAMP or Model Marketplace
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