Stadion’s Tactical Growth Fund Recategorized by Morningstar
Press release from the issuing company
Thursday, July 17th, 2014
Stadion Money Management, a money management firm known for its tactical investment solutions, all of which share Stadion’s defensive growth philosophy, announced that all share classes of the Tactical Growth Fund has been re-categorized by Morningstar as a tactical allocation solution and simultaneously moved to that category.
Launched in 2004 with an objective of long-term capital appreciation while mitigating risk, the Stadion Tactical Growth Fund is one of the industry’s earliest ETF marketplace entrants.
“Our Tactical Growth Fund is now appropriately among its peers,” said Brad Thompson, Stadion’s Chief Investment Officer. “What this means is that financial advisors conducting diligence on tactical solutions will be able to more easily assess our fund’s attributes alongside that of its closest competitors. Our thanks to Morningstar for making this category change.”
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 in an attempt 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.
As of 6/30/14 the Stadion Tactical Growth Fund, Class I was rated five stars over both three and five years, and four stars overall. Morningstar rated the Stadion Tactical Growth Fund, Class I among 326, 191, 120 and 60 Tactical Allocation funds for the overall rating and the 3-, 5-, and 10-year periods (as applicable) ending 6/30/2014, respectively. Morningstar Ratings™ are based on risk-adjusted returns. Compared to the S&P 500 Index through 6/30/14, the Beta of the Stadion Tactical Growth Fund is 0.88.


