HSGFX Mutual Fund

HSGFX Mutual Fund (Hussman Strategic Growth Fund) is managed by Hussman Funds with $384.1M in net assets. HSGFX expense ratio is 1.23%, holding 246 positions across sectors including Financials, Health Care, Consumer Discretionary. Inception date: 2000-07-24.

HSGFX performance shows a YTD return of -4.94%. The 1-year return is -9.14% and the 5-year return is -1.92%. HSGFX dividend yield stands at 2.43%, paid annually.

HSGFX top holdings include Invesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-07 (45.4%), Pepsico Inc. (1.4%), Ubiquiti Inc (1.4%), Russell 2000 Index/Old 08/21/2026 3000 Put (1.3%), Incyte Corp. (1.3%). Go to all HSGFX holdings, HSGFX sectors, or HSGFX dividends.

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