Stadion Select
Stadion Select is our separate managed account services for those with larger account balances. Our Select clients and their advisors receive our innovative investment strategies, along with personalized service from a team that is willing to partner with you.
The Managed Strategy, Stadion's more conservative strategy, has the ability to invest 100% in money market instruments during difficult market conditions (when our model indicates the market is exceedingly risky) or all portfolio assets in equity positions (when our model indicates that the probability of loss is lower) - or any combination in between.
$1,000,000 invested January 1, 1996 - March 31, 2010
This graph shows the fluctuating value of three accounts: the first invested in the Stadion's Managed Portfolio, the second is the S&P 500 and the third is a 60/40 blend.
The Stadion Core Advantage Strategy is designed for investors who are fairly risk-conscious, but who still want continuous exposure to the market. The Core Advantage Strategy will always maintain a "core" position, or approximately 50% equity exposure to all market conditions. The remaining 50%, or "satellite," exposure is allocated to equities or money market instruments based upon market conditions and risk levels of the market.
$1,000,000 invested January 1, 2006 - March 31, 2010
This graph shows the fluctuating value of three accounts: the first invested in the Stadion's Core Advantage Portfolio, the second is the S&P 500 and the third is a 60/40 blend.
Performance Reports
Download the current performance report for Stadion Select managed account services or visit the Performance Reports to view past reports.
Past performance is no guarantee of future results. Investments are subject to risk, and any of Stadion's investment strategies may lose money.
Important Disclosures for Composite Results:
- Returns for each Composite are time-weighted, total returns that assume reinvestment of all dividends and distributions. Results for each Composite are equal-weighted.
- For results for quarters ending 12/31/04 and earlier: Accounts in each Composite are fully discretionary and are custodied at Fidelity Investments, where Stadion may select from over 3,000 mutual funds and virtually any available ETF. Returns for each composite are net of the maximum investment advisory fee charged by Stadion, which is 2.00% annually of client's account balance. Returns for each Composite are also net of the fees and expenses of mutual funds, ETFs or other investment options in the account. Each Composite includes all clients (excluding managed 401(k) accounts) invested in the applicable investment strategy for a full calendar quarter.
- For results for quarters ending 3/31/05 and later: Accounts in each Composite are fully discretionary portfolios of ETFs. Results for each composite are net of the actual investment advisory fee charged by Stadion. Stadion's current annualized fee schedule based on the value of the client's account is as follows: First $1,000,000 1.25%; Next $2,000,000 0.95%; Over $3,000,000 0.85%. Returns for each Composite are also net of the fees and expenses of ETFs or other investment options in the account. Each Composite includes all clients invested in the applicable investment strategy for a full calendar quarter.
- Variance among the accounts in each Composite (as measured each quarter by the standard deviation among all accounts in each Composite) is as follows:
- Stadion Core Advantage Strategy - maximum quarterly standard deviation of returns = 0.60%; average quarterly standard deviation of returns =0.20%
- Stadion Managed Strategy - maximum quarterly standard deviation of returns = 3.46%; average quarterly standard deviation of returns =0.68%
The S&P 500 Index is the Standard & Poor's Composite Index of 500 stocks and is a widely recognized, unmanaged index of common stock prices.
The Barclays Capital US Aggregate Bond Index is an unmanaged index composed of investment-grade securities from the Barclays U.S. Government/Credit Bond Index, Mortgage-Backed Securities Index, and Asset-Backed Securities Index. It is not possible to invest directly in indexes which are unmanaged and do not incur fees and charges. The comparative performance results shown for the S&P 500 and for the mix of the S&P 500 and the Barclays Capital US Aggregate Bond indexes (60/40 Blend) demonstrate how the U.S. stock and bond markets performed generally during the same time periods, and how a hypothetical investment in alone or the asset mix shown would have performed during such periods.