Stadion Trilogy Fund

U.S. News evaluated 109 Multialternative Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 1.05 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date -0.7%
1 Year 1.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks total return, with an emphasis on lower risk and volatility than the U.S. equity markets. The fund combines multiple investment strategies and investment techniques that are designed to generate return and manage risk exposure among varying market conditions. The advisor expects that (i) approximately 30% to 50% of the Trilogy Fund's assets will be allocated to the Equity Position, (ii) approximately 30% to 50% of the Trilogy Fund's assets will be allocated to the Income Position and (iii) approximately 10% to 30% of the Trilogy Fund's assets will be allocated to the Market Movement Position; however, these percentages may vary over time.

Fees

Fees are Low compared to funds in the same category.
Stadion Trilogy Fund has an expense ratio of 1.93 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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