Hussman Strategic GrowthHSGFX

Morningstar Rating

Fund Research and Analysis

by Nadia Papagiannis, CFA

Now with even lower fees, Hussman Strategic Growth is a real bang for investors' buck.

As of Aug. 5, 2009, the fund's board reduced this offering's expense ratio from 1.10% to 1.04%. Approximately half of this reduction came from trimming management Read more

Kudos

Very low volatility.

Solid long-term returns.

Updates shareholders on the fund's positioning each week on the fund's informative Web site.

As assets have grown, the fund has lowered its expense ratio. Read more

Risks

Distinctive strategy may cause fund to be out of step with its peers and the broad market at times, sometimes for long stretches.

Unpredictable market exposure. Read more

Strategy

Manager John Hussman analyzes price trends and trading volume as well as valuation measures to assess the general market climate and the attractiveness of individual stocks. Depending on his market assessment, Read more

Management

John Hussman launched this fund in July 2000. He holds a doctorate in economics and taught in that field before starting this fund. Although Hussman receives the advice of key personnel on the fund's board of trustees and at Hussman Econometrics, this Read more

Inside Scoop

This fund pairs macroeconomic assessments, which determine whether the fund will hedge market risk or assume it, with stock selection based on valuation and market action. Read more

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