Hussman Strategic Growth Fund

 (MUTF:HSGFX)   Watch this mutual fund  
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Trailing returns

1 day
1 week   +0.22%
4 week   +0.00%  
3 month   +0.10%
1 year
3 years*
5 years*
Best 3 month return+12.75%  
Worst 3 month return-14.20%  

Morningstar statistics

Morningstar category: Market Neutral
  Return Risk Rating
3 years Low Above Average
5 years Low High
10 years Low Above Average
Overall Low Above Average
Morningstar style  Learn more
Value Blend Growth  

Key statistics

Total assets827.04M 
Front load-  
Deferred load-  
Expense ratio1.10%  
Management fee-  
Fund familyHussman Funds 

Asset allocation


Purchase information

IRA Initial$500  
AIP Initial$1,000  
AIP Additional$100  
Mar 31, 4:00PM EDT Overall Morningstar RatingTM


The investment seeks to achieve long-term capital appreciation, with added emphasis on the protection of capital during unfavorable market conditions. The fund's portfolio will typically be fully invested in common stocks favored by the fund's investment manager, except for modest cash balances that arise due to the day-to-day management of the portfolio. When market conditions are unfavorable in the view of the investment manager, the fund may use options and index futures to reduce its exposure to general market fluctuations. When market conditions are viewed as favorable, the fund may use options to increase its investment exposure to the market.
Fund filings (PDF) »
Asset manager:
John Hussman (Started: Jul 24, 2000)
Advisor Company:
Hussman Strategic Advisors, Inc.
Fund family reports on Morningstar »
Hussman Funds, PO Box 46707, Cincinnati, OH 45246, USA


  1 year 3 years 5 years 10 years  
Alpha* -14.76 -8.76 -9.44 -4.42
Beta* 1.03 0.34 0.77 0.22
Mean annual return -0.80 -0.65 -0.51 -0.19
R-squared* 29.40 4.22 10.43 1.16
Standard deviation 5.76 4.81 6.70 6.77
Sharpe ratio -1.68 -1.63 -0.93 -0.55
* Against standard index

Top 10 holdings

Security Net Assets  
Written Call Option Contracts 49.80%  
Infosys Ltd ADR (INFY) 2.43%  
Intel Corp (INTC) 2.16%  
Eli Lilly and Co (LLY) 2.05%  
Exelon Corp (EXC) 1.99%  
PepsiCo Inc (PEP) 1.97%  
Microsoft Corp (MSFT) 1.93%  
Jack In The Box Inc (JACK) 1.90%  
Aetna Inc (AET) 1.85%  
BP PLC ADR (BP) 1.81%