• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.16% Nasdaq Down 0.13%

    Federated Prudent Bear A (BEARX)

    2.08 Down 0.01(0.48%) Jun 2
    Prev Close:2.09
    YTD Return*:-5.36%
    Net Assets*:293.43M

    * As of 30-Apr-15

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


    • No Headlines available for BEARX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    S&P 500 Index Future June1592.746.32
    SPDR® S&P 500 ETF34.91-6.17
    Financial Select Sector SPDR® ETF12.91-5.73
    Consumer Staples Select Sector SPDR® ETF9.65-2.97

    Fund Basics

    Morningstar Overall Rating:N/A
    Total Assets:293.43M
    Category:Bear Market
    Annual Report Expense Ratio (net):1.76%

    Performance & Risk

    YTD Return:-5.36%
    5y Avg Return:-15.94%
    Rank in Category (ytd):48
    % Rank in Category (ytd):59.26%
    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 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. View More
    Your browser doesn't support canvas
    Submit Feedback