Mutual Fund Insights: Hussman Strategic Growth Fund (HSGFX)

In-depth Analysis of Hussman Strategic Growth Fund (HSGFX)

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See Hussman Strategic Growth Fund (HSGFX) performance details as of January 31, 2010

  

Last Trade: $12.83 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - John P. Hussman

Fund Manager Tenure: 9.7 years
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)

Hussman is the chairman, president and controlling shareholder of Hussman Econometrics Advisors, Inc. Additionally, he is president of Hussman Investment Trust. From 1992 through 1999, he was an adjunct assistant professor of Economics and International Finance at the University of Michigan. His academic research has focused on financial market efficiency and information economics.  Get more insights on John P. Hussman

  

 What we like about Hussman Strategic Growth Fund (HSGFX)

Data for Hussman Strategic Growth Fund (HSGFX) as of January 31, 2010

• Hussman Strategic Growth Fund (HSGFX) management has been with Hussman Strategic Growth Fund for 9.7 years
• Hussman Strategic Growth Fund (HSGFX) has good mid-term performance (3-year return -0.08% vs -2.05% Long-Short category average)
• Hussman Strategic Growth Fund (HSGFX) has good Long-term performance (5-year return 1.88% vs 1.81% Long-Short category average)
• Hussman Strategic Growth Fund (HSGFX) ratio of up-years vs down years is greater than 2
• Hussman Strategic Growth Fund (HSGFX) has an annual stock turnover rate of 69.00% vs Long-Short average of 349.35%. It is good that Hussman Strategic Growth management does not trade extensively for its return.
• Hussman Strategic Growth Fund (HSGFX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.43, lower than category average of 10.49
• Hussman Strategic Growth Fund (HSGFX) has a lower management fee than its Long-Short average: 1.09% vs 2.07%
• Hussman Strategic Growth Fund (HSGFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Hussman Strategic Growth Fund (HSGFX)

Data for Hussman Strategic Growth Fund (HSGFX) as of January 31, 2010

• Hussman Strategic Growth Fund is a focused fund with 41.08% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Hussman Strategic Growth Fund (HSGFX) has a less-than-ideal short-term performance (1-year return 4.54% vs 11.69% Long-Short category average)
• Hussman Strategic Growth Fund (HSGFX) has a Morningstar rating of 3 and below
• Hussman Strategic Growth Fund (HSGFX) is less safe compared to its Long-Short peers

See Hussman Strategic Growth Fund (HSGFX) performance details as of January 31, 2010

  

  

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Hussman Strategic Growth Fund (HSGFX) Net Asset

Track net asset change of Hussman Strategic Growth fund (HSGFX)

Date	Net Asset
01/2010	$5.44B
11/2009	$5.41B
10/2009	$5.42B

More historic net asset information on Hussman Strategic Growth Fund (HSGFX)

  

Hussman Strategic Growth Fund (HSGFX) Portfolio Allocation

Track portfolio allocation change of Hussman Strategic Growth fund (HSGFX)

Date	Cash	Stock	Bond	Other
09/2009	13.49%	86.33%	0%	0.18%
06/2009	10.04%	89.69%	0%	0.26%
03/2009	11.98%	86.37%	0%	1.65%

Click here to see more historic asset allocation information on Hussman Strategic Growth Fund (HSGFX)

  

Most Recent Top 10 Holdings in Hussman Strategic Growth Fund (HSGFX)

Discover what Hussman Strategic Growth Fund (HSGFX) manager is buying

30-Sep-09 S&P 500 Index (Fut) opt(Call) [14.97%] Federated US Treasury Cash Reserves I [11.82%] First American Treasury Obligations Y [4.22%] ASTRAZENECA PLC ADS [3.52%] Cisco Systems, Inc. [3.45%] AEROPOSTALE INC [3.4%] Research In Motion Limited [3.3%] BEST BUY CO INC [2.93%] KOHLS CP [2.79%] Nasd 100 Dec 1250 Call [2.75%]

30-Jun-09 Federated US Treasury Cash Reserves I [8.75%] S&P 500 Index (Fut) opt(Call) [4.86%] ASTRAZENECA PLC ADS [3.5%] JOHNSON AND JOHNS DC [2.98%] S&P 500 Index (Fut) opt(Call) [2.86%] Research in Motion, Ltd. [2.82%] AEROPOSTALE INC [2.72%] Amgen Inc. [2.62%] Cisco Systems, Inc. [2.58%] Amazon.com, Inc. [2.49%]

31-Mar-09 Amazon.com, Inc. [3.77%] BEST BUY CO INC [3.46%] Panera Bread Company [3.19%] JOHNSON AND JOHNS DC [3.18%] ASTRAZENECA PLC ADS [3.03%] Amgen Inc. [2.82%] AEROPOSTALE INC [2.82%] WAL MART STORES [2.67%] Research In Motion Limited [2.46%] Netflix, Inc. [2.45%]

Click here for Stock Holding Change Map in Hussman Strategic Growth Fund (HSGFX)

  

Related books and products to Hussman Strategic Growth Fund (HSGFX)

  

Latest News on Hussman Strategic Growth (HSGFX)

See what is happening with Hussman Strategic Growth Fund (HSGFX)

Hussman Goes International (Morningstar.com) Variety Can Mean Vitality For Your Portfolio (at CNBC) Absolute-Return Funds Are Down, Not Out (at TheStreet.com) See more news on Hussman Strategic Growth Fund (HSGFX)

 

Books and Resources

 

 

See more information on Hussman Strategic Growth Fund (HSGFX)

• Hussman Strategic Growth Fund Insights
• Hussman Strategic Growth Fund Performance Data
• Hussman Strategic Growth Fund News
• Hussman Strategic Growth Fund Score Explaination
• Hussman Strategic Growth Fund Manager Information
• Historic Hussman Strategic Growth Fund Asset Allocation Report
• Historic Hussman Strategic Growth Fund Top 10 Holding Tracking
• Historic Hussman Strategic Growth Fund Asset Under Management Tracking