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Hussman Strategic Total Return HSTRX

Quantitative rating as of
  • NAV / 1-Day Return 13.87  /  0.00
  • Total Assets 227.0 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.780%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Tactical Allocation
  • Investment Style Mid Value
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.15%
  • Turnover 22%

Morningstar’s Analysis HSTRX

Will HSTRX outperform in future?

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

Summary

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A sound investment process and strong management team underpin Hussman Strategic Total Return's Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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