| Scorecard |
|---|
|
---
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
---
|
U.S. News evaluated 328 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 6.84 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 3.3% |
| 1 Year | 6.8% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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 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, coupled with consideration of additional measures of financial stability and favorable valuation.
Fees
Fees are Average compared to funds in the same category.
Hussman Strategic Dividend Value Fund has an expense ratio of 1.25 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
