Hussman Strategic Dividend Value Fund

Class Other (HSDVX)

U.S. News evaluated 329 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 4.09 percent over the past year.

Trailing Returns Updated 03.31.2014
Year to date -0.1%
1 Year 4.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks total return through a combination of dividend income and capital appreciation, with added emphasis on protection of capital during unfavorable market conditions. Under normal market conditions, the fund invests at least 80% of its net assets in dividend-paying common stocks favored by Hussman Strategic Advisors, Inc., the fund's investment manager. In general, the stock selection approach of the investment manager focuses on securities having dividend yields that exceed the average dividend yield of stocks comprising the Standard & Poor's 500 Index.

Fees

Fees are Low compared to funds in the same category.
Hussman Strategic Dividend Value Fund has an expense ratio of 1.25 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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