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HSTRX Hussman Strategic Total Return

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Fund HSTRX Hussman Strategic Total Return
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Annual Fees
(0.73% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.07% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 11.87%
3 YR 4.29%
5 YR 1.36%
10 YR 4.45%
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.

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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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