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Federated Prudent Bear A (BEARX)

21.03 Down 0.35(1.64%) Jun 28
Prev Close:21.38
YTD Return*:-4.77%
Net Assets*:436.30M
Yield*:N/A

* As of 31-May-16

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
S&P 500 June16137.89N/A
SPDR® S&P 500 ETF19.31N/A
Health Care Select Sector SPDR® ETF18.44N/A
Financial Select Sector SPDR® ETF16.34N/A
Consumer Staples Select Sector SPDR® ETF11.34N/A

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:436.3M
Category:Bear Market
Annual Report Expense Ratio (net):1.76%

Performance & Risk

YTD Return:-4.77%
5y Avg Return:-13.83%
Rank in Category (ytd):47
% Rank in Category (ytd):62.67%
Beta (3y):-0.85
Morningstar Risk Rating:

Fund Summary

The investment seeks capital appreciation. The fund holds short-term liquid securities such as money market funds, U.S. Treasury securities, government agency securities or other equity securities for liquidity purposes and to cover its obligation to purchase securities subject to short sales in the future. It also seeks capital appreciation through long positions on equity securities which the fund's Adviser believes are undervalued. Normally, however, the fund is expected to have more short exposure than long exposure on securities and/or the overall market, resulting in net short exposure. View More
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