HSTRX (Hussman Inv:Strat TR)
Net Asset Value: 11.84
1-Day Return:
0.01 (0.08%)
YTD Return as of 4/5/13:
-1.94%
Classification: Mixed-Asset Target Allocation Conserv Objective: Income 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.
| Growth of $10,000
Total Returns (As of 4/05/2013)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | -1.94 | -0.48 | 3.30 | 3.36 | 6.38 |
| Classification | 2.90 | 7.68 | 6.76 | 4.68 | 5.79 |
| Index (S&P 500) | NA | NA | NA | NA | NA |
| % Rank in Class (1-best,100=worst) | 100 | 100 | 98 | 86 | 27 |
Fund Stats
More| Investment Objective: | Income |
|---|---|
| Net Assets ($Mil) | 1,681.60 |
| Inception Date: | 9/12/02 |
| Manager Name, Tenure | John P. Hussman, 2002 |
| Expense Ratio: | 0.63% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
Top 10 Holdings (As of 6/30/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| First American Treasury Obligations Fund;y | NA | 20.82 |
| Federated Us Treasury Cash Reserves;institutional | NA | 8.88 |
| Barrick Gold Corp Ord | ABX | 3.01 |
| Newmont Mining Corp Ord | NEM | 2.91 |
| Agnico Eagle Mines Ltd Ord | AEM | 1.81 |
| Anglogold Ashanti Ltd Dr | AU | 1.64 |
| Goldcorp Inc Ord | G | 1.48 |
| Randgold Resources Ltd Dr | GOLD | 0.94 |
| Gold Fields Ltd Ord | GFI | 0.73 |
| Compania De Minas Buenaventura Saa Dr | BVN | 0.65 |
| % of Total Holdings | 42.87 | |
