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HSGFX Hussman Strategic Growth

2 lower fee alternatives found

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Fund HSGFX Hussman Strategic Growth MRGR ProShares Merger RALS ProShares RAFI® Long/Short  
100% 85% 88%
Annual Fees
(1.18% Exp. Ratio)
(0.75% Exp. Ratio)
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.15% annual return
$13,260.51 $15,105.34 $14,218.35
Est. savings over 30 yrs +$1,844.82 +$957.84
As of 12/31/16
1 YR RETURN -11.49%
3 YR -9.47%
5 YR -9.55%
10 YR -5.17%
1 YR RETURN -1.40%
3 YR -1.42%
5 YR --
10 YR --
1 YR RETURN 4.71%
3 YR -0.63%
5 YR 2.20%
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 arising in connection with the fund's day-to-day operations. When market conditions are unfavorable in the view of the investment manager, the fund may use options and index futures, or effect short sales of exchange traded funds ("ETFs"), to reduce the exposure of the fund's stock portfolio to the impact of general market fluctuations.
The investment seeks investment results, before fees and expenses, that track the performance of the S&P Merger Arbitrage Index (the "index"). The fund is designed to track the performance of the index and provide exposure to a global merger arbitrage strategy. The index, and by extension the fund, seeks to produce consistent, positive returns in virtually all market environments, although there are no assurances it will achieve this result. 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 "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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


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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