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Federated Prudent Bear Instl (PBRIX)

2.40 Down 0.01(0.41%) Sep 16
Prev Close:2.41
YTD Return*:-10.11%
Net Assets*:453.93M
Yield*:N/A

* As of 31-Aug-14

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

Headlines

  • No Headlines available for PBRIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
S&P 500 Index Future Sept1451.779.01
SPDR S&P 50017.76-1.91
iShares MSCI Emerging Markets5.899.48
Industrial Select Sector SPDR® ETF5.44N/A
PowerShares QQQ ETF4.96N/A

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:453.93M
Category:Bear Market
Annual Report Expense Ratio (net):1.50%

Performance & Risk

YTD Return:-10.11%
5y Avg Return:-16.32%
Rank in Category (ytd):33
% Rank in Category (ytd):42.31%
Beta (3y):-0.94
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
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