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Stadion Trilogy Alternative Return I (STTIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.04+0.02 (+0.20%)
At close: 08:00PM EDT

Stadion Trilogy Alternative Return I

DENVER CO 80203

1290 BROADWAY

Stadion Investment Trust

303-623-2577
Management information
,Lead manager since 29 September 2019
Experience Prior to joining C.S. McKee in 2021, Mr. Wilkin worked 9 years at Stadion Money Management, LLC. He began his career as a Portfolio Management Analyst before becoming a Portfolio Manager in 2019. He was the Portfolio Manager on three mutual funds, which totaled about $700 million, before the three mutual funds were acquired by North Square Investments, LLC. in 2021. EDUCATION Mr. Wilkin holds the Chartered Financial Analyst designation and graduated from the University of Georgia with a Bachelor of Business Administration degree in Finance. PERSONAL Clayton and his wife, Nicole, live in Atlanta with their dog, Kirby. Nicole and Clayton thoroughly enjoy travelling, especially if it is to a beach to relax or a mountain to ski. They both enjoy hanging out with family and friends, taking Kirby on walks, and cheering on the Dawgs on Saturdays in the Fall.
Morningstar style box
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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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryOptions Trading
Fund familyNorth Square
Net assets19.49M
YTD return2.19%
Yield2.05%
Morningstar rating★★
Inception date1 Apr 2012

Fund operations

Last dividend0.21
Last cap gain7.00
Holdings turnover8.00%
Average for categoryN/A

Fees and expenses

ExpenseSTTIXCategory average
Annual report expense ratio (net)1.67%1.20%
Prospectus net expense ratio1.67%N/A
Prospectus gross expense ratio2.13%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.52%
Max deferred sales loadN/A1.00%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A