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Morningstar

Hussman Strategic International HSIEX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 7.85  /  0.51 %
  • Total Assets 14.0 Mil
  • Adj. Expense Ratio
    2.000%
  • Expense Ratio 2.010%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Long-Short Equity
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.66%
  • Turnover 48%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis HSIEX

Will HSIEX outperform in future?

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

Process Pillar

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

People Pillar

The People Pillar is our evaluation of the HSIEX 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 HSIEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in Hussman Strategic International's People Pillaris partially offset by an Average Process Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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