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Hussman Strategic Total Return (HSTRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
13.540.00 (0.00%)
At close: 08:01PM EST

Hussman Strategic Total Return

Ellicott City, MD 21042

5136 Dorsey Hall Drive

Hussman Investment Trust

(800) 487-7626
Management Information
John P. Hussman,Lead Manager since September 11, 2002
John P. Hussman, Ph.D. is the President of Hussman Strategic Advisors, Inc. From 1992 until 1999, he was an Adjunct Assistant Professor of Economics and International Finance at the University of Michigan and the Michigan Business School. His academic research has focused on financial market efficiency and information economics. He also holds a B.A. in Economics, Phi Beta Kappa, and an M.S. in Education and Social Policy from Northwestern University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryTactical Allocation
Fund FamilyHussman Funds
Net Assets189.4M
YTD Return-1.79%
Yield2.59%
Morningstar Rating★★★
Inception DateSep 11, 2002

Fund Operations

Last Dividend0.35
Last Cap Gain-26.00
Holdings Turnover42.00%
Average for CategoryN/A

Fees & Expenses

ExpenseHSTRXCategory Average
Annual Report Expense Ratio (net)0.77%1.29%
Prospectus Net Expense Ratio0.77%N/A
Prospectus Gross Expense Ratio0.80%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.22%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A