SEARCH
Thursday March 18, 2010 12:27 PM ET
SmartMoney
Net Asset Value: 
12.11
1-Day Return: 
0.01 (0.08%)
YTD Return
as of 3/17/10: 
Up 1.17%
HSTRX 
(Hussman Inv:Strat TR)
Classification: Mixed-Asset Target Allocation Conserv     Objective: Income
Open to New Investors: Yes
Lipper Rating
Total Return
Consistent Return
Preservation
Tax Efficiency
Expense
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
NAV Chart | Growth of $10,000
Fund Chart
Total Returns (As of 3/17/2010)
 YTD1Yr3Yr5Yr10Yr
Fund 1.17 9.83 8.43 7.45NA
Classification 2.93 30.04 1.64 3.35 3.44
Index (S&P 500) 5.10 53.20 -3.50 1.70 -0.50
% Rank in Class (1-best,100=worst)979911NA
Fund Stats
Investment Objective:Income
Net Assets ($Mil)1,557.50
Inception Date:9/12/02
Manager Name, TenureJohn P. Hussman, 2002
Expense Ratio: 0.75%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%
Top 10 Holdings (As of 9/30/09)
Company NameSymbol% Net Assets
First American Treasury Obligations Fund;y NA 16.64
Federated Us Treasury Cash Reserves;institutional NA 11.06
Currencyshs British Pnd Strlng Tr:brtsh Pnd Strlng NA 1.29
Currencyshares Euro Trust Euro Shares NA 1.18
Currencyshares Japanese Yen Tr:japanese Yen Shares NA 0.89
Spdr Db Intl Govt Inflation-protected Bond Etf NA 0.73
Dpl Inc DPL 0.63
Dte Energy DTE 0.57
Pinnacle West PNW 0.53
Ameren Corp AEE 0.41
% of Total Holdings 33.93
Stories & Blogs: Around the Web
10/26/2009  Five early investment ideas for 2010 (MarketWatch.com)
8/7/2009  14 All-Weather Funds for a Tricky Market (SM)
4/22/2009  Sibling Rivalry: Mutual Funds Vs. ETFs (SM)
1/23/2009  14 Funds for Weathering a Rocky Market (SM)
10/10/2008  13 Funds With Balanced Portfolios (SM)
Advertisements
Switch to thinkorswim and get a $100 ACAT rebate
Join to TD AMERITRADE and trade free for 30 days + get $100.
Trade Free for 60 Days. E*TRADE Securities.
MFS®. We make the funds. You make the choice®.
The first rule of investing? Investors rule. Get the help and straightforward pricing investors deserve at Schwab.
Offer employees Aflac and improve your benefits package at no direct cost.
Ally Bank - competitive rates to help you save more. FDIC insured.
HBS' Owner Managed Programs: Build success one decision at a time.
Economy Survey Corp International Country Reports
SmartMoney Magazine - A smart investment. Subscribe for only $1 an issue.
Help2retire Obstacles Merrill Lynch can help you pursue your retirement
Trade Options, Stocks and Futures in One Account at optionsXpress
John Hancock: Find helpful answers to important financial questions
View Overview for:  
More on DailyFinance >