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Homepage - Hussman FundsHomepage - Hussman Funds Skip to content follow Home Discipline Understanding the Hussman Funds Our Mission Frequently Asked Questions The Funds Funds Overview Strategic Market Cycle Fund Strategic Allocation Fund Strategic Total Return Fund Prospectus & Reports Fund Comparison Open an Account Account Access Market Comment Research & Insight Knowledge Center Knowledge Center Market Comment Archive Research & Insight Archive Search Search Menu WELCOMEDISCIPLINED VALUE-CONSCIOUS HISTORICALLY INFORMED RISK-MANAGED FOCUSED ON THE COMPLETE MARKET CYCLEInvesting for Long-term Returns while Managing Risk.Since 2000, the goal of the Hussman Funds has been to serve our shareholders by seeking long-term returns, adhering to a value-conscious, historically-informed, risk-managed discipline focused on the complete market cycle...learn more >CURRENT UPDATEHussman Market CommentEquilibrium and the Dentist in PoughkeepsieThe word 'equilibrium' is an invitation to recognize that nothing exists by itself, alone. Subject and object are two sides of the same coin – their interaction is a single phenomenon. That perspective can offer a great deal of insight about economics, financial markets, speculative bubbles, passive investing, and nearly everything in existence.read more >Latest Topicread more >Record Stock Valuations, Fed Independence, and Macro VolatilityCurrent record-high stock market valuations rest partly on the assumption that inflation volatility and recession risk will remain low. Historically, periods of stable inflation and infrequent recessions have supported elevated valuations, while rising inflation uncertainty and repeated downturns have led to meaningful valuation compression.OverviewHussman FundsWe pursue a disciplined, value conscious, risk managed andhistorically informed investment approach focused on the complete market cycle...HSGFXStrategic Market CycleFundThe Fund invests primarily in U.S. stocks, with the objective of long-term capital appreciation, and places added emphasis on defending capital during unfavorable market conditions.HSTRXStrategic Total Return FundThe Fund invests primarily in U.S. Treasury and governmentagency securities, with the objective of long-term total return, and has the ability to take a limited exposure in foreign government bonds, utiltity stocks,and precious metals shares.HSAFXStrategic Allocation FundThe Fund seeks total return by allocating assets primarily in stocks and bonds, in consideration of valuations and estimated expected return,with added emphasis on risk- management to adjust exposurewhen market conditions suggestspeculation or risk-aversion. Recent Posts Equilibrium and the Dentist in Poughkeepsie March 13, 2026 How I Learned To Love the Bubble (Even Before it Bursts) February 18, 2026 Record Stock Valuations, Fed Independence, and Macro Volatility January 30, 2026 How the Bubble Manipulates Time January 3, 2026 A Payroll Playbook to Gauge Recession Risk November 18, 2025 An Unsustainable Equilibrium October 27, 2025 Singularity and the Buzzard September 24, 2025 The Bubble Term August 14, 2025 FUND NEWS March 31, 2026: Hussman Strategic Total Return Fund paid an income distribution of $0.0675 per share. Hussman Strategic Allocation Fund paid an income distribution of $0.0324 per share. November 1, 2024: Pursuant to the recently finalized SEC "names rule" for mutual funds, we have adopted a new fund name - Strategic Market Cycle Fund - for HSGFX. Based on SEC guidance, “the primary types of names that the amended rule is anticipated to cover include fund names with terms such as ‘growth’ or ‘value’ or certain terms that reference a thematic investment focus, including terms indicating that the fund’s investment decisions incorporate one or more ESG factors.” The new name, Strategic Market Cycle, remains consistent with our value-conscious, historically-informed, full-cycle investment discipline, and we believe it will help investors to distinguish the Fund's objective from purely passive, index-tracking funds. FINRA's BrokerCheck: Check out the background of Ultimus Fund Distributors, LLC, the Distributor of Hussman Funds, on FINRA's BrokerCheck Hussman Funds Strategic Market Cycle Fund - HSGFX Strategic Allocation Fund - HSAFX Strategic Total Return Fund - HSTRX Keep Me Informed Home Discipline The Funds Market Comment Research & Insight Knowledge Center Performance data quoted represents past performance. Past performance does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than performance data quoted. More current performance data through the most recent month-end are available at the Fund's website www.hussmanfunds.com or by calling 1-800-487-7626. Investors should consider the investment objectives, risks, and charges and expenses of the Funds carefully before investing. For this and other information, please obtain a Prospectus and read it carefully. The Hussman Funds have the ability to vary their exposure to market fluctuations depending on overall market conditions, and they may not track movements in the overall stock and bond markets, particularly over the short-term. While the intent of this strategy is long-term capital appreciation, total return, and protection of capital, the investment return and principal value of each Fund may fluctuate or deviate from overall market returns to a greater degree than other funds that do not employ these strategies. For example, if a Fund has taken a defensive posture and the market advances, the return to investors will be lower than if the portfolio had not been defensive. Alternatively, if a Fund has taken an aggressive posture, a market decline will magnify the Fund’s investment losses. The Distributor of the Hussman Funds is Ultimus Fund Distributors, LLC., 225 Pictoria Drive, Suite 450, Cincinnati, OH, 45246. The Hussman Strategic Market Cycle Fund has the ability to hedge market risk by selling short major market indices in an amount up to, but not exceeding, the value of its stock holdings. However, the Fund may experience a loss even when the entire value of its stock portfolio is hedged if the returns of the stocks held by the Fund do not exceed the returns of the securities and financial instruments used to hedge, or if the exercise prices of the Fund's call and put options differ, so that the combined loss on these options during a market advance exceeds the gain on the underlying index. The Fund also has the ability to leverage the amount of stock it controls to as much as 1 1/2 times the value of net assets, by investing a limited percentage of assets in call options. The Hussman Strategic Allocation Fund invests primarily in common stocks, bonds, and cash equivalents (such as U.S. Treasury bills and shares of money market mutual funds, aligning its allocations to these asset classes based on prevailing valuations and estimated expected returns in these markets. The investment strategy adds emphasis on risk-management to adjust the Fund’s exposure in market conditions that suggest risk-aversion or speculation among market participants. The Fund may use options and futures on stock indices and Treasury bonds to adjust its relative investment exposures to the stock and bond markets, or to reduce the exposure of the Fund’s portfolio to the impact of general market fluctuations when market conditions are unfavorable in the view of the investment adviser. The Hussman Strategic Total Return Fund has the ability to hedge the interest rate risk of its portfolio in an amount up to, but not exceeding, the value of its fixed income holdings. The Fund also has the ability to increase the interest rate exposure of its portfolio through limited purchases of Treasury zero-coupon securities and STRIPS. The Fund may also invest up to 30% of assets in alternatives to the U.S. fixed income market, including foreign government bonds, utility stocks, convertible bonds, real-estate investment trusts, and precious metals shares. The Prospectus of each Fund contains further information on investment objectives, strategies, risks and expenses. Please read the Prospectus carefully before investing. The Market Climate is not a formula but a method of analysis. The term "Market Climate" and the graphics used to represent it are service marks of Hussman Strategic Advisors (formerly known as Hussman Econometrics Advisors). The Fund Manager has sole discretion in the measurement and interpretation of market conditions. Information relating to the investment strategy of each Fund is described in its Prospectus and Statement of Additional Information. A schedule of investment positions for each Fund is presented in the annual and semi-annual reports. Except for articles specifically citing investment positions held by the Funds, general market commentary does not necessarily reflect the investment position of the Funds. Open Disclosure Notice in a Separate Window For more information about investing in the Hussman Funds, please call us at: 1-800-HUSSMAN (1-800-487-7626) 513-326-3551 outside of the United States Site and site contents © 2026 Hussman Strategic Advisors Home Discipline The Funds Strategic Market Cycle Fund Strategic Allocation Fund Strategic Total Return Fund Prospectus & Reports Open an Account Account Access Market Comment Research & Insight Knowledge Center Hussman Market Comment Archive Investment Research & Insight Archive Back To Top Searchenusen-US1775057281https://hussmanfunds.com

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