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Stadion Tactical Growth I (ETFOX)

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Stadion Tactical Growth I

Stadion Investment Trust1290 BROADWAYDENVER CO 80203
866-383-7636
Management Information
Paul Frank,Lead Manager since April 29, 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.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryTactical Allocation
Fund FamilyStadion Funds
Net Assets395.35M
YTD Return5.22%
Yield0.12%
Morningstar Rating★★★★★
Inception DateApr 29, 2004

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover287.00%
Average for CategoryN/A

Fees & Expenses

ExpenseETFOXCategory Average
Annual Report Expense Ratio (net)1.30%1.34%
Prospectus Net Expense Ratio1.53%N/A
Prospectus Gross Expense Ratio1.72%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.03%
Max Deferred Sales LoadN/A1.45%
3 Yr Expense Projection523N/A
5 Yr Expense Projection915N/A
10 Yr Expense Projection2,012N/A