Federated Prudent Bear
Federated Investors Tower, 1001 Liberty Avenue, Pittsburgh,PA 15222-3779, USA
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Phone: 800-711-1848
| Category: | Bear Market | | Fund Family: | Federated | | Net Assets: | 949.65M | | Year-to-Date Return: | -5.38% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 28-Dec-95 |
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Doug Noland
Lead Manager since
31-Dec-99 | | | Noland joined Federated in December 2008. Prior, he was employed with David Tice & Associates, Inc. where he served as an assistant portfolio manager and strategist from January 1999. From 1990 through 1998, Mr. Noland worked as a trader, portfolio manager and analyst for short-biased hedge funds including G. W. Ringoen & Associates from January 1990 to September 1996, Fleckenstein Capital from September 1996 to March 1997 and East Shore Partners, Inc. from October 1997 to December 1998. |
| Min Initial Investment: | $1,500 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $1,500 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks capital appreciation. The fund seeks capital appreciation primarily through short sales of domestically traded equity securities. It also seeks capital appreciation through long positions on equity securities. The fund is expected to hold more short positions than long positions on securities and/or the overall market. It can also purchase restricted securities in private placement transactions, exchange-traded funds (?ETFs?), and hybrid instruments. |
| Last Dividend
(28-Dec-07):
| 0.19 | | Last Cap Gain
(4-Dec-08):
| 1.34 | | Annual Holdings Turnover
| 277.00% | | Average for Category:
| 341.17% |
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| Expense | BEARX | Category
Avg | | Total Expense Ratio: | 1.76%
| 1.91% | | Max 12b1 Fee: | 0.05%
| N/A | | Max Front End Sales Load: | 5.50%
| 4.81% | | Max Deferred Sales Load: | %
| 1.21% | | 3 Yr Expense Projection*: |
$727 | $769 | | 5 Yr Expense Projection*: |
$1,245 | $1,267 | | 10 Yr Expense Projection*: |
$2,666 | $2,620 |
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0.23% Nasdaq 
0.10 (1.55%) 
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