An allocation strategy seeking growth on a risk adjusted basis
An investor should consider the investment objectives, risks, and charges and expenses of the Stadion Funds carefully before investing.The prospectus contains this and other information about the Funds. A copy of the prospectus is available by calling Stadion Funds directly at (866) 383-7636 or Stadion Money Management, LLC., the investment advisor, at (800) 222-7636. The prospectus should be read carefully before investing.
Performance data quoted represent past performance. The performance data quoted above represents past performance, which is not a guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance data may be lower or higher than the performance data quoted. For performance data current through the most recent month end, visit www.stadionfunds. com. The performance data with sales load reflects the 5.75% maximum sales charge (load) imposed on purchases (as a % of offering price). Return figures include changes in principal value and assume reinvestment of all dividends and capital gain distributions. For periods of less than 1 year, return figures are not annualized and represent cumulative total return.
The Growth Fund’s investment adviser, Stadion Money Management, LLC (the “Adviser”) has entered into an Expense Limitation Agreement with the Growth Fund under which it hascontractually agreed to waive Management Fees and to assume other expenses of the Growth Fund, if necessary, in an amount that limits annual operating expenses (exclusive of interestexpense on any borrowings, taxes, brokerage commissions, extraordinary expenses, Acquired Fund Fees and Expenses and payments, if any, under a Rule 12b-1 Distribution Plan) of Class A,Class C and Class I shares to not more than 1.30% of the average daily net assets allocable to each Class of the Growth Fund.The Expense Limitation Agreement is currently in effect untilOctober 1, 2020. Pursuant to the Expense Limitation Agreement, if the Adviser so requests, any Fund Operating Expenses waivedorreimbursed by the Adviser pursuant to the Agreementthat had the effect of reducing Fund Operating Expenses from 1.70% (or lower) to 1.30% within the most recent three fiscal yearsprior to the request shall be repaid to the Adviser by theFund; provided, however, that the total annual Fund Operating Expenses for the applicable following year, after giving effecttothe repayment, shall not exceed 1.30% of the average daily netassets of the Fund (or any lower expense limitation or limitations to which the parties may otherwise agree). The Expense Limitation Agreement may be terminated by the Stadion InvestmentTrust or the Adviser at the end of its then-current term upon not less than 90 days’ notice. For the Stadion Tactical Growth Fund, Acquired Fund Fees and Expenses were estimated to be 0.23% of the Fund’s average daily net assets based on estimated amounts for the current fiscal year. The Current Expense Ratio is the expense ratio as a percentage of the Fund’s averagedaily net assets as of the date listed above. The Current Expense Ratio may fluctuate based upon a number of factors, includingchanges in the Fund’s net assets. Returns for periods greaterthan one year are annualized. Not FDIC Insured | No Bank Guarantee | May Lose Value.
The index shown is defined as follows. The Morningstar Target Risk Index family is designed to meet the needs of investors who would like to maintain a target level of equity exposurethrough a portfolio diversified across equities, bonds and inflation-hedged instruments. The Morningstar Moderately Aggressive Target Risk Index seeks approximately 80% global equityexposure. 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. One cannot invest directly in anindex. All Benchmarks composite data supplied by third party vendors, assumes re-investment of all dividends.© 2019Morningstar, Inc. All rights reserved. The information contained herein:(1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor itscontent providers are responsible for any damages or losses arising from any use of this information. Past performance is noguarantee of future results.
The Statistics presented are defined as follows. Beta is a measure of systematic risk, or the sensitivity of a manager to movements in the benchmark. A beta of 1 implies that you can expectthe movement of a manager’s return series to match that of the benchmark used to measure beta. TheSharpe ratiomeasures theexcess returnper unit of deviation, or risk. Correlation is ameasure of how investments move in relation to one another. A correlation of 1 means the two asset classes move exactly in linewith each other, while a correlation of-1 means they move inthe exact opposite direction.
For any such purchases where a finder’s fee is paid by the Advisor a contingent deferred sales charge (CDSC) will be chargedatthe time of redemption if the shares are redeemed within 12months of the purchase date. The CDSC will be based on the original purchase cost or the current market value of the shares being sold, whichever is less. A 1.00% CDSC will be assessed onclass C shares purchased on or after October 1, 2012 and redeemed within 12 months of purchase. ALPS Distributors, Inc. is the distributor for the Stadion Funds. Stadion and the Stadion S are a registered service mark of Stadion Money Management, LLC.
An investor should consider the investment objectives, risks, and charges and expenses of the Stadion Funds carefully before investing. The prospectus contains this and other information about the Funds. A copy of the prospectus is available by calling Stadion Funds directly at (866) 383-7636 or Stadion Money Management, LLC., the investment advisor, at (800) 222-7636. The prospectus should be read carefully before investing.
The Stadion Funds are distributed by ALPS Distributors, Inc. An investment in the Funds involves risk, including loss of principal.