HSTRX Mutual Fund

HSTRX Mutual Fund (Hussman Strategic Total Return Fund) is managed by Hussman Funds with $267.2M in net assets. HSTRX expense ratio is 0.77%, holding 54 positions across sectors including Financials, Materials, Utilities. Inception date: 2002-09-12.

HSTRX performance shows a YTD return of 2.67%. The 1-year return is 11.88% and the 5-year return is 5.32%. HSTRX dividend yield stands at 3.16%, paid quarterly.

HSTRX top holdings include Treasury (Cpi) Note 1.88% Jul 15, 2035 (24.2%), Invesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-07 (16.6%), Us Treasury N/B 3.38% 02/29/2028 3.38 (12.8%), Us Treasury N/B 3.50% 02/28/2031 3.5 (10.8%), Treasury Bill Nov 27, 2026 (10.8%). Go to all HSTRX holdings, HSTRX sectors, or HSTRX dividends.

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