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Hussman Strategic Growth

 (MUTF:HSGFX)   Watch this mutual fund
Find more results for HSGFX

Performance

Trailing returns

1 day   +0.08%
   
1 week
   
-0.70%  
4 week   +0.08%
   
3 month
   
-1.46%  
YTD   +4.91%
   
1 year   +12.38%
   
3 years*   +0.04%
   
5 years*   +2.10%
   
*annualized
Best 3 month return+12.75%  
Worst 3 month return-14.20%  

Morningstar statistics

Morningstar category: Long-Short
  Return Risk Rating
3 years Average Average
5 years Average Average
10 years     -     - -
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets5.42B 
Front load-  
Deferred load-  
Expense ratio1.09%  
Management fee-  
Fund familyHussman Investment Trust 

Asset allocation

Cash13.49%  
Stocks86.33%  
Bonds0.00%  
Other0.18%  

Purchase information

Initial$1,000  
Additional$100  
IRA Initial$500  
AIP Initial$1,000  
AIP Additional$100  
12.80 -0.03 (-0.23%)
Nov 20, 8:00PM EST Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation, with added emphasis on capital preservation in unfavorable market conditions. The fund typically invests in common stocks favored by the advisor. The advisor seeks securities which display one or more of the favorable valuation, positive "surprises" in earnings and expected future growth rates estimated by Wall Street analysts and favorable market action as measured by factors such as price behavior and trading volume.
Fund filings (PDF) »
Asset manager:
John Hussman (Started: Jul 24, 2000)
Advisor Company:
Hussman Econometrics Advisors Inc
Fund family reports on Morningstar »
, 5136 Dorsey Hall Drive, Ellicott City, MD 21042, United States

Risk

  1 year 3 years 5 years 10 years  
Alpha* 18.94 -1.94 5.06     -
Beta* -13.91 0.16 -7.10     -
Mean annual return -0.15 0.04 0.24     -
R-squared* 20.40 23.17 20.26     -
Standard deviation 12.46 8.39 6.84     -
Sharpe ratio -0.16 -0.22 -0.02     -
* Against standard index

Top 10 holdings