Federated Prudent Bear A (BEARX)
* As of 28-Feb-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|S+p 500 Index Futures||61.52||8.16|
|SPDR S&P 500||5.49||9.16|
|Morningstar Overall Rating:||N/A|
|Annual Report Expense Ratio (net):||1.74%|
Performance & Risk
|5y Avg Return:||-9.69%|
|Rank in Category (ytd):||31|
|% Rank in Category (ytd):||37.8%|
|Morningstar Risk Rating:|
The investment seeks capital appreciation.
The fund holds short-term liquid securities such as money market funds, U.S. Treasury securities or government agency securities for liquidity purposes and to cover the fund's obligations in connection with outstanding short positions. It also seeks capital appreciation through long positions on equity securities which the Adviser believes are undervalued. Normally the fund is expected to have more short exposure than long exposure on securities and/or the overall market. It can also purchase restricted securities in private placement transactions, ETFs and derivative and hybrid instruments. View More