HSTRX Mutual Fund (Hussman Strategic Total Return Fund) is managed by Hussman Funds with $265.0M in net assets. HSTRX expense ratio is 0.77%, holding 54 positions across sectors including Other, Financials, Materials. Inception date: 2002-09-12.

HSTRX performance shows a YTD return of 3.45%. The 1-year return is 12.59% and the 5-year return is 5.61%. HSTRX dividend yield stands at 1.71%, 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 (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%), Us T Bill Zcp 11/27/26 2026-11-27 (10.8%). View all HSTRX holdings, sector breakdown, or dividend history.

HSTRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HSTRX alternatives are available via the screener, along with tax-loss harvesting opportunities.