HSAFX – Fund Analysis – Hussman Strategic Allocation | Morningstar

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Will HSAFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HSAFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the HSAFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of HSAFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Hussman Strategic Allocation earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research

Rated on Apr 30, 2024 Published on Apr 30, 2024

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