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Hussman Strategic Allocation HSAFX

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%

Morningstar’s Analysis HSAFX

Will HSAFX outperform in future?

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

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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