Stadion Money Management’s Tactical Growth Fund Celebrates 10-Year Milestone
Press release from the issuing company
Thursday, May 1st, 2014
Stadion Money Management (www.stadionmoney.com), a money management firm known for its tactical investment solutions, all of which share Stadion’s defensive growth philosophy, today announced the ten-year anniversary of the Stadion Tactical Growth Fund.
“We are delighted to be celebrating the tenth birthday of the Stadion Tactical Growth Fund. Multiple market conditions, from new market highs to heightened volatility, have provided a keen testing ground for a fund that aims to participate in up markets and also provide a defensive approach during higher risk markets. During this time we have also seen tremendous growth in the ETF universe, which underscores our rationale for utilizing ETFs since 2004,” said Jud Doherty, President of Stadion.
The Stadion Tactical Growth Fund was launched to maximize returns at a beta below the level of the broad U.S. market, using allocation changes driven by continuous three-step risk/return analysis.
The first step of the fund’s risk management process is to rank the ETF universe using the firm’s proprietary Sharpe Ratio analysis to provide a clear view of low-, medium-, and high-risk ETFs. Secondly, Stadion employs a security selection process using Sharpe Ratio analysis for domestic equity, international equity, and defensive holdings, allocating to lower-risk ETFs. In the final step of the process, the fund will modify its allocation to reduce risk, as necessary. The fund shifts between domestic equity ETFs along with international ETFs, commodity, cash, and fixed income based on market risk. The fund achieves long-term capital appreciation while maintaining substantially less risk than the S&P 500. Compared to the S&P 500 Index through 3-31-14, the Beta of the Stadion Tactical Growth Fund is 0.72.


