2 / 5 Stars
2 2 2 1 3
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 98 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 9.53 percent over the past year, 5.26 percent over the past three years, and 8.81 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||1.8%|
|3 Years (Annualized)||5.3%|
|5 Years (Annualized)||8.8%|
|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 and index-based ETFs, mutual funds and 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 or cash equivalent positions.
Fees are Low compared to funds in the same category.
Stadion Tactical Defensive Fund has an expense ratio of 1.95 percent.
Risk is Average compared to funds in the same category according to Morningstar.