Hussman Strategic Total ReturnHSTRX

Morningstar Rating

Fund Research and Analysis

by Ryan Leggio

A recent fee reduction makes Hussman Strategic Total Return one of the best ways to beat inflation.

In early August, the fund's advisor announced an expense ratio reduction from 0.75% to 0.67%, within shouting distance of the category's cheapest quintile Read more

Kudos

Solid long-term returns.

Competitive fees.

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

This fund largely depends on its manager for its strategy to be successful. 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, metals, and bonds here. Depending Read more

Management

John Hussman launched this fund in 2002. 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 fund Read more

Inside Scoop

This fund pairs macroeconomic assessments, which determine whether the fund will hedge, with stock, metal, and bond selection based on valuation and market action. It's Read more

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