2 / 5 Stars
1 1 5 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#7 in Long/Short Equity
U.S. News evaluated 109 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 2.28 percent over the past year, and -0.48 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.3%|
|3 Years (Annualized)||-0.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term capital appreciation, with added emphasis on the protection of capital during unfavorable market conditions. The fund invests principally in: (i) equity securities of companies that derive a majority of their revenues or profits from, or have a majority of their assets in, a country or countries other than the U.S.; and (ii) shares of exchange traded funds ("ETFs") and similar investment vehicles that invest principally in the equity securities of such companies. It invests principally in equity securities issued by companies in developed countries, but may also invest in emerging markets in developing countries.
Fees are Above Average compared to funds in the same category.
Hussman Strategic International Fund has an expense ratio of 1.60 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.