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Federated Prudent Bear A (BEARX)

3.08 Down 0.02(0.65%) Jun 18

Prev Close:3.10
YTD Return*:-6.34%
Net Assets*:848.76M
Yield*:N/A

* As of 28-Feb-13

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

Top Holdings

Symbol% AssetsYTD Return %
S+p 500 Index Futures61.528.16
SPDR S&P 5005.499.16
T1.229.34
VZ1.203.47
MCD1.09-8.08

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:848.76M
Category:Bear Market
Annual Report Expense Ratio (net):1.74%

Performance & Risk

YTD Return:-6.34%
5y Avg Return:-9.69%
Rank in Category (ytd):31
% Rank in Category (ytd):37.8%
Beta (3y):-0.90
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 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
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