Stadion Managed Portfolio A
1061 Cliff Dawson Road Watkinsville, GA 30677
Map
Phone: 866-383-7636
| Category: | Large Blend | | Fund Family: | PMFM | | Net Assets: | 266.06M | | Year-to-Date Return: | 2.30% | | Yield: | 0.10% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Sep-06 |
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Gregory Morris
Lead Manager since
15-Sep-06 | | | Morris is Chief Technical Analyst for Stadion. Previously, he served as a Trustee and Advisor to the MurphyMorris ETF Fund and as Treasurer and Chief Executive Officer of MurphyMorris Money Management Co. and MurphyMorris.com. Morris has been a technical market analyst for over 30 years ranging from analysis software development to website analysis and education, to money management. He holds a degree in Aerospace Engineering from the University of Texas. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation while maintaining a secondary emphasis on capital preservation. The fund primarily invests in ETFs and Cash Positions. It substantially invests in ETFs tracking equity markets or market sectors when the advisor believes its asset allocation model indicates that the applicable market or sector is likely to appreciate. The fund invests in fixed-income ETFs, Cash Positions, and similar securities when the Advisor believes its asset allocation model indicates significant risks in the equity markets of losing value. |
| Last Dividend
(31-Dec-08):
| 0.01 | | Last Cap Gain
(28-Dec-07):
| 0.65 | | Annual Holdings Turnover
| 449.00% | | Average for Category:
| 78.74% |
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| Expense | ETFFX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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0.20% Nasdaq 
0.08 (0.86%) 
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