Stadion Tactical Growth’s portfolio managers will soon join another firm, but that shouldn’t affect its investment process, which doesn’t inspire confidence, or its small team. The fund retains a Morningstar Analyst Rating of Neutral except for its most expensive share class, which is rated Negative.
Will ETFOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ETFOX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ETFOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ETFOX’s parent organization’s priorities and whether they’re in line with investors’ interests.