Hussman Strategic Growth (HSGFX)
| Prev Close: | 10.27 |
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| YTD Return*: | -2.71% |
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| Net Assets*: | 2.60B |
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| Yield*: | 1.46% |
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* As of 28-Feb-13
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Headlines
- No Headlines available for HSGFX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| Written Call Options | 30.52 | 3.99 |
| XOM | 2.38 | 7.95 |
| AMGN | 2.37 | 1.05 |
| PNRA | 2.34 | 15.26 |
| BIIB | 2.24 | 6.76 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 2.6B |
| Category: | Long/Short Equity |
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| Annual Report Expense Ratio (net): | 1.05% |
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Performance & Risk
| YTD Return: | -2.71% |
| 5y Avg Return: | -4.60% |
| Rank in Category (ytd): | 98 |
| % Rank in Category (ytd): | 39.52% |
| Beta (3y): | -0.43 |
| Morningstar Risk Rating: | 3 |
Fund Summary
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.
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