HSGFX (Hussman Inv:Strat Gro)
Net Asset Value: 11.86
1-Day Return:
-0.02 (-0.17%)
YTD Return as of 2/9/12:
-4.59%
Classification: Long/Short Equity Funds Objective: Long/Short Equity Open to New Investors: Yes
Lipper Rating
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.
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Total Returns (As of 2/09/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | -4.59 | 0.33 | -1.19 | -1.34 | 3.64 |
| Classification | 4.38 | -0.97 | 11.29 | -0.59 | 4.24 |
| Index (S&P 500) | 7.70 | 4.50 | 18.30 | 0.90 | 4.20 |
| % Rank in Class (1-best,100=worst) | 100 | 42 | 95 | 55 | 53 |
Fund Stats
More| Investment Objective: | Long/Short Equity |
|---|---|
| Net Assets ($Mil) | 5,607.10 |
| Inception Date: | 7/24/00 |
| Manager Name, Tenure | John P. Hussman, 2000 |
| Expense Ratio: | 1.03% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
Top 10 Holdings (As of 9/30/11)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Exxon Mobil Corp Ord | XOM | 2.47 |
| Panera Bread Co Ord | PNRA | 2.30 |
| Coca-cola Co Ord | KO | 2.30 |
| Astrazeneca Plc Dr | AZN | 2.26 |
| Humana Inc Ord | HUM | 2.16 |
| Biogen Idec Inc Ord | BIIB | 1.89 |
| Ebay Inc Ord | EBAY | 1.50 |
| Bed Bath & Beyond Inc Ord | BBBY | 1.46 |
| Amgen Inc Ord | AMGN | 1.31 |
| Unitedhealth Group Inc Ord | UNH | 1.29 |
| % of Total Holdings | 18.94 | |
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