Nasdaq - Delayed Quote USD

Hussman Strategic Total Return (HSTRX)

13.94 -0.01 (-0.07%)
As of 8:06 AM EDT. Market Open.
Loading Chart for HSTRX
DELL
  • Previous Close 13.95
  • YTD Return 0.31%
  • Expense Ratio 0.77%
  • Category Tactical Allocation
  • Last Cap Gain -26.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 185.75M
  • Beta (5Y Monthly) 0.42
  • Yield 2.46%
  • 5y Average Return --
  • Holdings Turnover 42.00%
  • Last Dividend 0.05
  • Inception Date Sep 12, 2002

The fund pursues its investment objective by investing its assets primarily in fixed-income securities, such as U.S. treasury bonds, notes and bills, treasury inflation-protected securities, U.S. treasury Strips, U.S. government agency securities, and investment grade corporate debt rated BBB or higher by Standard & Poor's Global Ratings or Baa or higher by Moody's Investors Service, Inc., or having an equivalent rating from another independent rating organization.

Hussman Funds

Fund Family

Tactical Allocation

Fund Category

185.75M

Net Assets

2002-09-12

Inception Date

Performance Overview: HSTRX

Trailing returns as of 4/24/2024. Category is Tactical Allocation.

YTD Return

HSTRX
0.31%
Category
9.69%
 

1-Year Return

HSTRX
2.83%
Category
27.45%
 

3-Year Return

HSTRX
0.96%
Category
8.85%
 

5-Year Return

HSTRX
3.89%
Category
8.56%
 

People Also Watch

Holdings: HSTRX

Sector Weightings

SectorHSTRX
Energy   8.60%
Utilities   6.09%
Real Estate   0.00%
Technology   0.00%
Industrials   0.00%
Healthcare   0.00%

Related Mutual Fund News

Top Mutual Funds