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Hussman

Hussman Parent Rating

Average

Hussman's track record as a steward is mixed, leading to an Average Parent Pillar rating.

The experienced longest-tenured portfolio management at Hussman is a core advantage over global asset management peers. With 22 years of average asset-weighted tenure across the management group, it is clear they've been put through their paces. The firm stands out from a cost perspective for its open-end and exchange-traded funds, demonstrating a firm-wide commitment to minimizing costs and maximizing investors' returns. On average, the firm's fees on its funds are in the second cheapest quintile of its category. Hussman strategies have failed to have lengthy success. In particular, the firm's three-year success ratio demonstrates that only 0% have both survived and beaten their respective category median. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development.

Hussman Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

554.09 Mil

Investment Flows (TTM)

−173.22 Mil

Asset Growth Rate (TTM)

−22.31%

# of Share Classes

3
Morningstar Rating # of Share Classes
0
0
2
0
1
Not Rated 0

Quick Definitions: Key Morningstar Terms

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