Hussman Strategic Total Fund Quote
| HSTRX Fund | USD 14.61 0.03 0.21% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Hussman Strategic is trading at 14.61 as of the 27th of November 2024; that is 0.21 percent increase since the beginning of the trading day. The fund's open price was 14.58. Hussman Strategic has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Hussman Strategic Total are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of August 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund pursues its investment objective by investing its assets primarily in fixed-income securities, such as U.S. treasury bonds, notes and bills, treasury inflation-protected securities, U.S. treasury Strips, U.S. government agency securities, and investment grade corporate debt rated BBB or higher by Standard Poors Global Ratings or Baa or higher by Moodys Investors Service, Inc., or having an equivalent rating from another independent rating organization.. More on Hussman Strategic Total
Hussman Mutual Fund Highlights
| Fund Concentration | Hussman Funds, Large Funds, Tactical Allocation Funds, Tactical Allocation, Hussman Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Hussman Strategic Total [HSTRX] is traded in USA and was established 27th of November 2024. Hussman Strategic is listed under Hussman Funds category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Hussman Funds family. This fund currently has accumulated 213.95 M in assets under management (AUM) with minimum initial investment of 1 K. Hussman Strategic Total is currently producing year-to-date (YTD) return of 7.13% with the current yeild of 0.03%, while the total return for the last 3 years was 2.41%.
Check Hussman Strategic Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hussman Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hussman Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hussman Strategic Total Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Hussman Strategic Total Mutual Fund Constituents
| WPM | Wheaton Precious Metals | Stock | Materials | |
| AEM | Agnico Eagle Mines | Stock | Materials | |
| G | Genpact Limited | Stock | Industrials | |
| NEM | Newmont Goldcorp Corp | Stock | Materials | |
| TRPXX | Short Term Investment Trust | Money Market Fund | US Money Market Fund | |
| FXB | Invesco CurrencyShares British | Etf | Single Currency |
Hussman Strategic Top Holders
| RELAX | Fundx Servative Upgrader | Mutual Fund | Tactical Allocation |
Hussman Strategic Total Risk Profiles
| Mean Deviation | 0.3137 | |||
| Semi Deviation | 0.3665 | |||
| Standard Deviation | 0.3948 | |||
| Variance | 0.1559 |
Hussman Strategic Against Markets
Other Information on Investing in Hussman Mutual Fund
Hussman Strategic financial ratios help investors to determine whether Hussman Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hussman with respect to the benefits of owning Hussman Strategic security.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |