Stadion Funds
For nearly two decades, Stadion Money Management has been working to change the way high net worth individuals view portfolio success. Today, our innovative approach is readily available to all investors through the Stadion Funds.
Our Funds
The Stadion Core Advantage Portfolio is designed for investors who are risk-conscious, but who still want continuous exposure to the market. The investment objective of the Core Advantage Portfolio is to seek capital appreciation. The portfolio is invested in equity ETFs, fixed income ETFs and cash/money market securities. Shifts between the asset classes are guided by the Stadion investment model. Learn more about the Core Advantage Portfolio.
Core Advantage Portfolio Class A | Core Advantage Portfolio Class C | Core Advantage Portfolio Class I
$10,000 invested in ETFRX September 15, 2006 - March 31, 2012
This graph shows the fluctuating value of two accounts: one invested in the Stadion Core Advantage Portfolio and one invested in the S&P 500 Index. Sales load not deducted from performance numbers (MAX. SALES LOAD 5.75%). If sales load had been reflected, the performance would have been reduced.
The Stadion Managed Portfolio has the ability to invest all of the assets in money market funds (when our model indicates the market is exceedingly risky) or all fund assets in equity positions (when our model indicates that the probability of loss is lower) - or any combination in between. The investment objective of the Managed Portfolio is to seek long term capital appreciation, while maintaining a secondary emphasis on capital preservation. Learn more about the Managed Portfolio.
Managed Portfolio Class A | Managed Portfolio Class C | Managed Portfolio Class I
$10,000 invested in ETFFX September 15, 2006 - March 31, 2012
This graph shows the fluctuating value of two accounts: one invested in the Stadion Managed Portfolio and one invested in the S&P 500 Index. Sales load not deducted from performance numbers (MAX. SALES LOAD 5.75%). If sales load had been reflected, the performance would have been reduced.
The Stadion Olympus Portfolio has the ability to invest all of the assets in money market funds (when our model indicates the market is exceedingly risky) or all fund assets in non-U.S. market, market sector and emerging market equity ETF positions (when our model indicates that the probability of loss is lower) - or any combination in between. The investment objective of the Stadion Olympus Portfolio is to seek long-term capital appreciation, while maintaining a secondary emphasis on capital preservation. Learn more about the Olympus Portfolio.
Olympus Portfolio Class A | Olympus Portfolio Class C | Olympus Portfolio Class I
Top 5 Holdings as of 4-2-12
Holdings will be posted when available.
The Stadion Trilogy Portfolio is a three-part blended portfolio that is designed to produce total return, with an emphasis on lower risk and volatility than the U.S. equity markets. The investment objective of the Trilogy Portfolio is total return, with an emphasis on lower risk and volatility than the U.S. equity markets. Learn more about the Trilogy Portfolio.
Trilogy Portfolio Class A | Trilogy Portfolio Class C | Trilogy Portfolio Class I
Top 5 Holdings as of 4-2-12
Holdings will be posted when available.
Invest With Us
Interested in Stadion's mutual funds? Find out how you can invest with us.
The performance data represents past performance, which is not a guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance data may be lower or higher than the performance data quoted.
Return figures include changes in principal value and assume reinvestment of all dividends and capital gain distributions.
The S&P 500 Index is the Standard & Poor's Composite Index of 500 stocks and is a widely recognized, unmanaged index of common stock prices. It is not possible to invest in indexes which are unmanaged and do not incur fees and charges. All Benchmarks composite data supplied by third party vendors, assumes re-investment of all dividends, etc.
There are additional costs and potential risks associated with investing in domestic and international Exchange-traded Funds (ETFs). Investment in the funds is subject to investment risks, including, without limitation, market risk, management style risk, risks related to "fund of funds" structure, sector risk, fixed income risk, tracking risk, risks related to ETF net asset value and market price, foreign securities risk, risks related to portfolio turnover and small capitalization companies risk. Since each Stadion Fund is a "fund of funds," an investor will indirectly bear fees and expenses charged by the underlying ETFs and investment companies in which a Stadion fund invests in addition to a Stadion Fund's direct fees and expenses. More information about these risks and other risks can be found in the Funds' prospectus.
The Stadion Funds are distributed by Ultimus Fund Distributors, LLC.
The Fund's foreign investments generally carry more risks than funds that invest strictly in U.S. assets, including currency risk, geographic risk, and emerging market risk. Risks can also result from varying stages of economic and political development; differing regulatory environments trading days, and accounting standards; and higher transaction costs of non-U.S. markets. Derivative instruments can be volatile and the potential loss to the Fund may exceed the Fund's initial investment. Derivative instruments may be difficult to value and may be subject to wide swings in valuations caused by changes in the value of the underlying instrument. The use of these instruments requires special skills and knowledge of investment techniques that are different than those normally required for purchasing and selling securities. The Fund could also experience losses if it is unable to close out a position because the market for an instrument or position is or becomes illiquid.