2 / 5 Stars
1 1 5 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#9 in Tactical Allocation
U.S. News evaluated 75 Tactical Allocation 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 -6.62 percent over the past year, -0.62 percent over the past three years, 4.02 percent over the past five years, and 5.05 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||-5.9%|
|3 Years (Annualized)||-0.6%|
|5 Years (Annualized)||4.0%|
|10 Years (Annualized)||5.1%|
The investment seeks to achieve long-term total return from income and capital appreciation. The fund invests 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 (primarily mortgage-backed securities), and investment grade corporate debt rated BBB or higher. Under normal market conditions, the duration of the fund's portfolio is expected to range between 1 year and 15 years. It will not invest more than 30% of its net assets in Treasury zero-coupon bonds and Treasury interest strips.
Fees are Low compared to funds in the same category.
Hussman Strategic Total Return Fund has an expense ratio of 0.64 percent.
Risk is Low compared to funds in the same category according to Morningstar.