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Zacks Investment Research
Standard & Poor's
U.S. News evaluated 29 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 -22.65 percent over the past year, -16.14 percent over the past three years, -19.06 percent over the past five years, and -5.44 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.4%|
|3 Years (Annualized)||-16.1%|
|5 Years (Annualized)||-19.1%|
|10 Years (Annualized)||-5.4%|
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.
Fees are Low compared to funds in the same category.
Federated Prudent Bear Fund has an expense ratio of 1.75 percent.
Risk is N/A compared to funds in the same category according to Morningstar.