Stadion Fund Celebrates Milestone Birthday

Staff Report From Athens CEO

Wednesday, August 21st, 2019

Stadion’s Tactical Growth Fund has turned 15 years old, making it one of the 14 mutual funds in the Morningstar Tactical Allocation category with this long of a track record. Launched in 2004, the Stadion Tactical Growth Fund is one of the industry’s earliest ETF (Exchange Traded Fund) marketplace entrants.

“Our firm focuses on identifying risk that can affect investment outcomes,” said Jud Doherty, President and Chief Executive Officer. “The portfolio management team for the Tactical Growth Fund, which is led by Senior Portfolio Manager Paul Frank, uses a process that has resonated with advisors. We remain excited about our commitment to advisors and our firm’s focus on helping them with their business.”

The Stadion Tactical Growth Fund seeks long term capital appreciation while also seeking to mitigate market risk. A proprietary screening process is used to select ETFs and tactically allocate among domestic, international and non-correlated positions.

“Our process gives advisors a slightly different approach to risk management. During different market conditions, our use of non-correlated positions as a diversifier gives advisors a way to access this exposure without having to maintain and manage a static allocation,” says Frank.