Not all bonds
are created equal

Potomac’s Income Plus strategy.

Income Plus is a tactical ‘total return’ strategy with the goal of providing stable and absolute returns, under all market conditions.

DETAILS

Morningstar Ticker F00000MKC3

Model Type Tactical Allocation

Inception Date 01/01/2009

Account Minimum None

Model Fee 0 bps*

Investment Vehicles Mutual Funds

Typical Number of Holdings 4

Documents Fact Sheet

Holdings

as of 3/31/24

%

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

F00000MKC3

Tactical Allocation

01/01/2009

None

0 bps*

Mutual Funds

4

Fact Sheet

Holdings

%

CRDBX

%

CRTBX

as of 3/31/24

%

CRMVX

%

CRTOX

Description

The strategy allocates using a suite of affiliated tactical mutual funds. Income Plus will hold a core position that will focus on absolute return and low daily volatility. 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 Income Plus 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

*Potomac is entitled to receive from each Conquer Risk Fund an annual advisory fee of up to 1.25% based on each Funds’ average daily net assets but may receive less due to waivers. For additional information about the Conquer Risk Funds, please see the funds’ Prospectus and Statement of Additional Information here.