Related Funds
ALPS | Stadion Tactical Defensive Portfolio
Class I
Fund Stats
Inception Date 04/30/2015
Dividends Paid Anually
CUSIP 02110B 884
ISIN US02110B8845
Fund Type Insurance Portfolio
Expenses as of 04/30/2016
Total Expense Ratio7.40%
What You Pay*1.19%
Class III
Fund Stats
Symbol ALSGX
Inception Date 04/30/2015
Dividends Paid Anually
CUSIP 02110B 876
ISIN US02110B8761
Fund Type Insurance Portfolio
Expenses as of 04/30/2016
Total Expense Ratio6.54%
What You Pay*1.54%
Fund Resources
Quarterly Fact Sheet - Class I 
Quarterly Fact Sheet - Class III 
Statement of Additional Information 
Statutory Prospectus 
Summary Prospectus 
Resource Library  
*Important Considerations  
Investors should consider investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other important information. Please click the link above for the prospectus. Please read the prospectus carefully before investing. For additional information on the above listed funds, please click the respective link.
Insurance Products Shares of the Portfolios are offered only to participating insurance companies and their separate accounts to fund the benefits of Variable Contracts, and to qualified pension and retirement plans and registered and unregistered separate accounts.


The Stadion Tactical Growth fund is an allocation strategy utilizing a proprietary Sharpe ratio analysis to maintain or reduce equity exposure. Broad market ETFs and sector ETFs are over/under weighted based on potential return per unit of risk taken.

Investment Objective

The investment objective of the ALPS | Stadion Tactical Growth Portfolio (the "Portfolio") is to seek long-term capital appreciation.

Investment Philosophy

Analyze current market risk then allocate among domestic, international, and defensive positions.

Primary Portfolio Makeup

  • Domestic equity ETFs
  • International equity ETFs
  • Defensive allocation
  • Commodity
  • Cash
  • Fixed income

Defensive Mechanism

Proprietary Sharpe Ratio screening to measure return per unit of risk Ability to increase defensive allocation to reduce correlation.

Suggested Use

Unconstrained tactical ETF strategy.

1. Perform Proprietary Sharpe Ratio Analysis

We continually rank the ETF universe using our proprietary Sharpe Ratio analysis. The Sharpe Ratio measures the excess return per unit of deviation, or risk, and our analysis provides a clear view of low-, medium-, and high-risk ETFs. We typically select 8 - 15 ETFs, selecting sectors on a risk-adjusted basis.

2. Allocate to Lower Risk ETFs

Our security selection process utilizes Sharpe Ratio analysis for domestic equity, international equity, and defensive holdings.

3. Modify Allocation to Reduce Risk when Necessary

As Sharpe Ratios change, the fund can reduce or increase its exposure to domestic equities.