BEARX - Federated Prudent Bear Fund Class A Shares

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Federated Prudent Bear Fund Class A Shares

Federated Equity Funds

5800 Corporate Drive

Pittsburgh, PA 15222-3779

800-341-7400
Management Information
P. Ryan L. Bend,Lead Manager since December 7, 2008
Ryan Bend is Vice President of Federated Equity Management Company of Pennsylvania. From June 2004 to December 2008, Mr. Bend served as Research Coordinator and Equity Analyst with David Tice & Associates, Inc. He was a Finance Manager with Rogers Communications, Inc. from July 2000 to July 2002. Mr. Bend has received the Chartered Financial Analyst designation and holds a B.A. in Finance and Economics from the Ivey School of Business at the University of Western Ontario, Canada and an M.B.A. from the Kelley School of Business at Indiana University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryBear Market
Fund FamilyFederated
Net Assets160.2M
YTD Return-14.92%
Yield0.00%
Morningstar RatingN/A1
Inception DateDec 27, 1995

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover284.00%
Average for CategoryN/A

Fees & Expenses

ExpenseBEARXCategory Average
Annual Report Expense Ratio (net)3.55%2.18%
Prospectus Net Expense Ratio3.55%N/A
Prospectus Gross Expense Ratio3.65%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales Load5.50%4.86%
Max Deferred Sales LoadN/A1.00%
3 Yr Expense Projection1,606N/A
5 Yr Expense Projection2,334N/A
10 Yr Expense Projection4,241N/A