Stadion Alternative Income Fund Class A (TACFX)
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Stadion Alternative Income Fund Class A
Stadion Investment Trust
1290 BROADWAY
DENVER CO 80203
866-383-7636
Management Information
Clayton Fresk,Lead Manager since June 3, 2015
Clayton is responsible for managing allocations across Stadion’s suite of products. He conducts in-depth model, market, product, and performance analysis and is a key liaison between the department and Sales and Marketing. He is also a regular contributor to etftrends.com and etf.com and was named an "ETF Rockstar" in 2013 by ETF Report. Clayton joined Stadion in 2009, before which he was most recently a Sr. Business Analyst at RiverSource Investments, LLC in Minneapolis, MN. Clayton holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Minnesota. He also received an MBA degree and a Bachelor's degree in Finance & Marketing from the University of Minnesota.
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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
CategoryOptions-based
Fund FamilyStadion Funds
Net Assets4.71M
YTD Return-3.69%
Yield2.44%
Morningstar Rating★
Inception DateDec 30, 2012
Fund Operations
Last Dividend0.02
Last Cap Gain0.00
Holdings Turnover2.00%
Average for CategoryN/A
Fees & Expenses
ExpenseTACFXCategory Average
Annual Report Expense Ratio (net)1.40%1.15%
Prospectus Net Expense Ratio1.40%N/A
Prospectus Gross Expense Ratio1.90%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.75%5.53%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection1,092N/A
5 Yr Expense Projection1,498N/A
10 Yr Expense Projection2,628N/A
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