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HSGFX Hussman Strategic Growth

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Fund HSGFX Hussman Strategic Growth MNA IQ Merger Arbitrage ETF RALS ProShares RAFI® Long/Short  
100% 87% 87%
Annual Fees
(1.13% Exp. Ratio)
(0.77% Exp. Ratio)
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.93% annual return
$12,621.52 $14,075.55 $13,329.39
Est. savings over 30 yrs +$1,454.03 +$707.86
As of 9/30/16
1 YR RETURN -13.82%
3 YR -8.68%
5 YR -9.61%
10 YR -4.67%
1 YR RETURN 5.93%
3 YR 3.80%
5 YR 4.24%
10 YR --
1 YR RETURN 0.92%
3 YR -0.65%
5 YR 1.67%
10 YR --
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.
The investment seeks investment results that correspond generally to the price and yield performance of its underlying index, the IQ Merger Arbitrage Index. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the investments included in its underlying index. The underlying index seeks to employ a systematic investment process designed to identify opportunities in companies whose equity securities trade in developed markets, including the U.S., and which are involved in announced mergers, acquisitions and other buyout-related transactions. The fund is non-diversified.
The investment seeks investment results, before fees and expenses that track the performance of the FTSE RAFITM US 1000 Long/Short Total Return Index. The fund invests in securities and derivatives that ProShare Advisors believes, in combination, should track the performance of the index. The index allocates an aggregate equal dollar amount to both long and short equity positions each time that the index rebalances. To be "long" means to hold or have long exposure to an asset with the expectation that its value will increase over time. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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