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Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
U.S. News evaluated 28 Bear Market Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -25.27 percent over the past year, -17.31 percent over the past three years, -15.68 percent over the past five years, and -5.67 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||-22.6%|
|3 Years (Annualized)||-17.3%|
|5 Years (Annualized)||-15.7%|
|10 Years (Annualized)||-5.7%|
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.
Fees are Low compared to funds in the same category.
Federated Prudent Bear Fund has an expense ratio of 1.74 percent.
Risk is N/A compared to funds in the same category according to Morningstar.