HSAFX Mutual Fund

HSAFX Mutual Fund (Hussman Strategic Allocation Fund) is managed by Hussman Funds with $24.8M in net assets. HSAFX expense ratio is 1.29%, holding 250 positions across sectors including Financials, Health Care, Consumer Discretionary. Inception date: 2019-08-27.

HSAFX performance shows a YTD return of 1.70%. The 1-year return is 4.20% and the 5-year return is 3.33%. HSAFX dividend yield stands at 1.97%, paid quarterly.

HSAFX top holdings include Invesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-07 (26.9%), Treasury (Cpi) Note 1.88% Jul 15, 2035 (7.8%), Us Treasury N/B 3.38% 02/29/2028 3.38 (3.8%), United States Treasury Inflation Indexed Bonds, 1.7500% 01/15/2034 (2.0%), Tsy Infl Ix N/B 2.13% 15Feb2054 (1.8%). Go to all HSAFX holdings, HSAFX sectors, or HSAFX dividends.

HSAFX can be compared against other funds. Use HSAFX overlap to find shared positions, or HSAFX vs another fund for a side-by-side view. HSAFX alternatives are available via the screener, along with tax-loss harvesting opportunities.