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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 -22.17 percent over the past year, -16.57 percent over the past three years, -28.33 percent over the past five years, and -11.13 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||-16.6%|
|5 Years (Annualized)||-28.3%|
|10 Years (Annualized)||-11.1%|
The investment seeks capital appreciation. The fund sells stocks short. Short selling involves the sale of borrowed securities. When the fund sells a stock short, it incurs an obligation to replace the stock borrowed at whatever its price may be at the time it purchases the stock for delivery to the securities lender. The fund generally has outstanding approximately 60 to 90 stocks that it has sold short. It utilizes a disciplined, unemotional, quantitative investment approach.
Fees are Low compared to funds in the same category.
Grizzly Short Fund has an expense ratio of 1.54 percent.
Risk is N/A compared to funds in the same category according to Morningstar.