3 / 5 Stars
2 2 2 1 5
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#20 in Tactical Allocation
U.S. News evaluated 75 Tactical Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 14.41 percent over the past year, 5.81 percent over the past three years, and 7.37 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||12.6%|
|3 Years (Annualized)||5.8%|
|5 Years (Annualized)||7.4%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund invests primarily in and allocates its investments primarily between fund Investments that the Adviser believes have the potential for capital appreciation and Cash Positions. "Fund Investments" include actively managed or index-based ETFs, groups of securities related by index or sector made available through certain brokers at a discount brokerage rate, and index-based mutual funds or other investment companies. "Cash Positions" include cash and short-term, highly liquid investments such as money market instruments, U.S. government obligations, commercial paper, repurchase agreements and other cash.
Fees are Low compared to funds in the same category.
Stadion Core Advantage Portfolio Trust has an expense ratio of 1.95 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.