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    Stadion Tactical Growth I (ETFOX)

    10.40 Down 0.02(0.19%) May 6

    Profile as of Apr 29, 2015Get Profile for:
    Stadion Tactical Growth I
    Stadion Investment Trust1290 BROADWAYDENVER CO 80203
    Map
    Phone: 866-383-7636
    Fund Overview 
    Category:Tactical Allocation
    Fund Family:Stadion Funds
    Net Assets:167.28M
    Year-to-Date Return:1.85%
    Yield:0.41%
    Morningstar Rating:4 stars
    Fund Inception Date:Apr 30, 2004
    Morningstar Style Box 
    Tactical Allocation
    [View Category Definition]
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    About the Morningstar Style Box
    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:500,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:500,000
    Min Subsequent Investment:5,000
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:100
    ETFOX can be purchased from 46 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 : 0.00
    Last Cap Gain (Dec 28, 2014) : 0.00
    Annual Holdings Turnover (May 4, 2015) : 324.00%
    Average for Category:227.83%
    Fees & Expenses 
    ExpenseETFOXCategory Avg
    Annual Report Expense Ratio (net):1.59%1.38%
    Prospectus Net Expense Ratio:1.55%N/A
    Prospectus Gross Expense Ratio:1.84%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.07%
    Max Deferred Sales Load: N/A1.35%
    3 Yr Expense Projection*:550774
    5 Yr Expense Projection*:9681,291
    10 Yr Expense Projection*:2,1322,659
    * Per $10,000 invested