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Stadion Tactical Growth I (ETFOX)

9.86 Up 0.04(0.41%) May 27

Profile as of Apr 29, 2016Get Profile for:
Stadion Tactical Growth I
Stadion Investment Trust1290 BROADWAYDENVER CO 80203
Phone: 866-383-7636
Fund Overview 
Category:Tactical Allocation
Fund Family:Stadion Funds
Net Assets:306.03M
Year-to-Date Return:-0.81%
Morningstar Rating:4 stars
Fund Inception Date:Apr 30, 2004
Morningstar Style Box 
Tactical Allocation
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Management Information 
Paul Frank
Lead Manager since Apr 30, 2004
Paul Frank joined Stadion Money Management in 2013 as a Senior Portfolio Manager. Prior to joining Stadion, Paul founded Aviemore Asset Management, LLC in 1993 and served as its President until 2013. In 2004 he established the ETF Market Opportunity Fund. He also served as President, Treasurer, Trustee and Chief Compliance Officer of Aviemore Funds from 2004 until 2013. Paul has a Bachelor of Arts in History and Economics from Drew University. He also completed a Masters of Business Administration in Finance from Fordham University's Graduate School of Business Administration in 1992, where he earned the Dean's award for academic excellence and was named class Salutatorian.
Investment Information 
Min Initial Investment:0
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:N/A
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
ETFOX can be purchased from 56 brokerages.

Fund Summary 
The investment seeks long-term capital appreciation. To achieve its investment objective, the Growth Fund invests primarily in actively managed or index-based ETFs, mutual funds and other investment companies, groups of securities related by index or sector made available through certain brokers at a discount brokerage rate and options or futures positions with respect to any of the foregoing intended to match or approximate their performance that the Adviser believes have the potential for capital appreciation.

Fund Operations 
Last Dividend (Dec 29, 2015) : 0.00
Last Cap Gain : 0.00
Annual Holdings Turnover (May 25, 2016) : 333.00%
Average for Category:274.64%
Fees & Expenses 
ExpenseETFOXCategory Avg
Annual Report Expense Ratio (net):1.43%1.35%
Prospectus Net Expense Ratio:1.50%N/A
Prospectus Gross Expense Ratio:1.82%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.09%
Max Deferred Sales Load: N/A1.35%
3 Yr Expense Projection*:541835
5 Yr Expense Projection*:9551,380
10 Yr Expense Projection*:2,1082,773
* Per $10,000 invested