1 / 5 Stars
1 1 5 5 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 121 Long/Short Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -6.11 percent over the past year, -6.50 percent over the past three years, -4.96 percent over the past five years, and -1.43 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-1.5%|
|3 Years (Annualized)||-6.5%|
|5 Years (Annualized)||-5.0%|
|10 Years (Annualized)||-1.4%|
The investment seeks to achieve long-term capital appreciation, with added emphasis on the protection of capital during unfavorable market conditions. The fund's portfolio will typically be fully invested in common stocks favored by the fund's investment manager, except for modest cash balances that arise due to the day-to-day management of the portfolio. When market conditions are unfavorable in the view of the investment manager, the fund may use options and index futures to reduce its exposure to general market fluctuations. When market conditions are viewed as favorable, the fund may use options to increase its investment exposure to the market.
Fees are Above Average compared to funds in the same category.
Hussman Strategic Growth Fund has an expense ratio of 1.08 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.