About HSTRX
Hussman Strategic Total Return Fund is an open-end mutual fund designed to achieve long-term total return through a strategic blend of income generation and capital appreciation. The fund primarily invests in fixed-income securities, including U.S. Treasury bonds, notes, bills, Treasury inflation-protected securities (TIPS), U.S. government agency securities, and investment-grade corporate debt rated BBB/Baa or higher. Its management employs tactical allocation strategies, periodically adjusting exposures among asset classes based on market valuations and expected returns. While the core holdings are concentrated in high-quality bonds, the fund may, on occasion, hold equities—typically large-cap stocks—to diversify sources of return, though equity exposure is generally limited. With a focus on risk management, the fund utilizes derivatives solely for hedging or to reach targeted exposures, avoiding speculative use. Hussman Strategic Total Return Fund occupies a niche within the tactical allocation category, providing investors a vehicle aimed at preserving capital and generating consistent returns, particularly during varied economic and interest rate environments. Its cost structure is competitive relative to peers, and it is managed by Hussman Strategic Advisors, reflecting a disciplined, valuation-driven investment process.
Fund Family Hussman Funds
Category Allocation--15% to 30% Equity
Performance Rating High
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol HSTRX
Index Bloomberg U.S. Aggregate Bond TR
HSTRX had a total return of 12.22% in the past year, including dividends.
Since the fund's inception, the average annual return has been 5.12%.
