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Hussman Strategic Growth (HSGFX) Fund Ranking and Research

Ranking, Research and Recommendation of Hussman Strategic Growth (HSGFX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Hussman Strategic Growth Fund (HSGFX) ManagerFund Manager - John P. Hussman

Fund Manager Information

Fund Manager Tenure: 19.4 years
Fund Family: Hussman Funds
Fund Category: Market Neutral
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.36)     (What does this score mean?)

 

Graph of Hussman Strategic Growth Fund (HSGFX) ProfileHussman Strategic Growth Fund (HSGFX) Profile

Fund Profile and Description

Hussman Strategic Growth Fund seeks long-term capital appreciation, with added emphasis on capital preservation in unfavorable market conditions. Hussman Strategic Growth Fund is designed for investors who want to participate in the stock market, and also want to reduce their exposure to general market fluctuations in conditions that have historically been unfavorable for stocks. It typically invests in common stocks favored by the advisor. The stock selection approach of the investment manager focuses on securities demonstrating favorable valuations and/or market action.

 

Hussman Strategic Growth (HSGFX) Fund Strength What we like about Hussman Strategic Growth (HSGFX) Fund

Data for Hussman Strategic Growth Fund (HSGFX) as of May 30, 2016

  • Hussman Strategic Growth Fund (HSGFX) management has been with Hussman Strategic Growth Fund for 19.4 years
  • Hussman Strategic Growth Fund (HSGFX) has an annual stock turnover rate of 107.00% vs Market Neutral average of 187.85%. It is good that Hussman Strategic Growth management does not trade extensively for its return.
  • Hussman Strategic Growth Fund (HSGFX) has a lower expense ratio than its Market Neutral average: 1.07% vs 1.73%
  • Hussman Strategic Growth Fund (HSGFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

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

Data for Hussman Strategic Growth Fund (HSGFX) as of May 30, 2016

  • Hussman Strategic Growth Fund (HSGFX) has a less-than-ideal short-term performance (1-year return -7.99% vs -0.96% Market Neutral category median performance)
  • Hussman Strategic Growth Fund (HSGFX) has a less-than-ideal mid-term performance (3-year return -7.63% vs 0.90% Market Neutral category median performance)
  • Hussman Strategic Growth Fund (HSGFX) has a less-than-ideal Long-term performance (5-year return -7.47% vs 0.81% Market Neutral category median performance)
  • Hussman Strategic Growth Fund (HSGFX) ratio of up-years vs down years can be improved
  • Hussman Strategic Growth Fund (HSGFX) has a Morningstar rating of 3 and below
  • Hussman Strategic Growth Fund (HSGFX) is less safe compared to its Market Neutral peers
  • Hussman Strategic Growth Fund (HSGFX) does not have a good risk adjusted return as its 3-year Alpha of -8.74 is worse than category average of 0.64, and its 3-year Sharpe ratio is -0.95
  • Hussman Strategic Growth Fund (HSGFX) is more volatile than its peers as it has a 3-year Standard Deviation of 8.05 that is higher than category average of 3.93
  • Asset base in Hussman Strategic Growth Fund (HSGFX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Hussman Strategic Growth Fund (HSGFX) performance details as of May 30, 2016

 

What do you think?

 

Compare Hussman Strategic Growth Fund (HSGFX)Compare with other top Market Neutral category mutual funds

Aadditional top Market Neutral mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Hussman Strategic Growth-2.69-7.99-7.63-7.47
Calamos Market Neutral Income I (CMNIX)1.740.802.953.39Compare
Gabelli ABC AAA (GABCX)1.091.632.172.63Compare
Calamos Market Neutral Income R (CVSRX)1.520.302.462.87Compare

See top fund managers for Market Neutral Category Funds

 

Compare Hussman Strategic Growth Fund (HSGFX)Compare with Market Neutral category ETFs

Some Market Neutral ETFs for your consideration

ETFYear to DateOne YearThree Year
QuantShares US Market Neut Momentum (MOM)-7.74%2.74%1.57%
IQ Merger Arbitrage ETF (MNA)000
QuantShares US Market Neut Anti-Beta (BTAL)000
ProShares RAFI Long/Short (RALS)1.18%-2.53%-0.87%

 

Graph of Hussman Strategic Growth Fund (HSGFX) Net Asset TrackingHussman Strategic Growth (HSGFX) Fund Net Asset

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

DateNet Asset
05/2016$583.30M
03/2016$629.80M
02/2016$683.22M
More historic net asset information on Hussman Strategic Growth Fund (HSGFX)

  

Graph of Hussman Strategic Growth Fund (HSGFX) Portfolio TrackingHussman Strategic Growth (HSGFX) Fund Portfolio Allocation

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

DateCashStockBondOther
03/201628.25%65.31%0%6.44%
12/201530.05%69.95%0%0%
09/201530.7%65.96%0%3.34%
Click here to see more historic asset allocation information on Hussman Strategic Growth Fund (HSGFX)

 

graph of Hussman Strategic Growth Fund (HSGFX) Top 10 Position TrackingTop 10 Holdings in Hussman Strategic Growth (HSGFX) Fund

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

Mar 30, 2016
Written Call Option Contracts [48.94%]
NVIDIA Corporation [2.4%]
Global Payments Inc. Common Sto [2.33%]
Microsoft Corporation [2.19%]
Cirrus Logic, Inc. [2.17%]
First Solar, Inc. [2.17%]
Masimo Corporation [2.16%]
Panera Bread Company [2.11%]
Medtronic plc. Ordinary Shares [2.08%]
Cal-Maine Foods, Inc. [2.06%]

Dec 30, 2015
Written Call Option Contracts [47.76%]
Broadcom Corporation [2.4%]
Medtronic plc. Ordinary Shares [2.23%]
Pepsico, Inc. Common Stock [2.07%]
Cirrus Logic, Inc. [1.96%]
Newmont Mining Corporation [1.94%]
Cognizant Technology Solutions [1.84%]
W.R. Berkley Corporation Common [1.82%]
General Electric Company Common [1.81%]
Eli Lilly and Company Common St [1.75%]

Sep 29, 2015
Written Call Option Contracts [43.46%]
Infosys Limited American Deposi [2.07%]
Broadcom Corporation [1.91%]
Cisco Systems, Inc. [1.78%]
Cirrus Logic, Inc. [1.7%]
Walgreens Boots Alliance, Inc. [1.69%]
S&P 500 Index Option, At1,890 [1.63%]
Target Corporation Common Stock [1.6%]
Medtronic plc. Ordinary Shares [1.58%]
Cognizant Technology Solutions [1.57%]
Click here for Stock Holding Change Map in Hussman Strategic Growth Fund (HSGFX)

  

Latest News on Hussman Strategic Growth (HSGFX) Fund

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

 

Hussman Strategic Growth Fund (HSGFX) Related ResourcesSee more information on Hussman Strategic Growth (HSGFX) Fund

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