Stadion Defensive International I (STOIX)
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Stadion Defensive International I
Stadion Investment Trust1290 BROADWAYDENVER CO 80203
866-383-7636
Management Information
Brad A. Thompson,Lead Manager since April 1, 2012
Brad Thompson joined Stadion in 2006, bringing 20+ years of financial analysis, investment management, and fund management experience with him to Stadion, where he manages the Stadion Portfolio Management team. Prior to joining Stadion, Brad served as the Chief Investment Officer and Chief Financial Analyst for Global Capital Advisors. Brad has a Bachelor of Business Administration Degree in Finance from the University of Georgia, and also holds the Chartered Financial Analyst designation. Brad is a member of the CFA Institute and the Bermuda Society of Financial Analysts and also holds the Chartered Retirement Plan Specialist Designation. Brad has served on the board of the Executive Leadership Council for the American Cancer Society and on the Board of Trustees for the University of Georgia Terry College of Business Student Managed Investment Fund
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 Assets7.04M
YTD Return-4.53%
Yield0.00%
Morningstar Rating★
Inception DateApr 1, 2012
Fund Operations
Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover726.00%
Average for CategoryN/A
Fees & Expenses
ExpenseSTOIXCategory Average
Annual Report Expense Ratio (net)1.70%1.29%
Prospectus Net Expense Ratio2.04%N/A
Prospectus Gross Expense Ratio2.86%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.22%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection808N/A
5 Yr Expense Projection1,435N/A
10 Yr Expense Projection3,122N/A
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