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Morningstar

Hussman Strategic Allocation HSAFX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.61  /  0.21 %
  • Total Assets 25.3 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.300%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Tactical Allocation
  • Investment Style Mid Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.70%
  • Turnover 98%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis HSAFX

Will HSAFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HSAFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HSAFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of HSAFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in Hussman Strategic Allocation's People Pillaris partially offset by an Average Process Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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