BEARX (Federated Prudent Bear;A)
Net Asset Value: 4.04
1-Day Return:
0.00 (0.00%)
YTD Return as of 2/9/12:
-7.55%
Classification: Specialty Dvsfd Eq Objective: Capital Apprec Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
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Total Returns (As of 2/09/2012)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | -7.55 | -9.82 | -16.14 | -2.53 | 0.83 |
| Classification | 3.24 | -0.32 | 9.80 | 1.33 | -2.46 |
| Index (S&P 500) | 7.70 | 4.50 | 18.30 | 0.90 | 4.20 |
| % Rank in Class (1-best,100=worst) | 88 | 94 | 79 | 74 | 30 |
Fund Stats
More| Investment Objective: | Capital Apprec |
|---|---|
| Net Assets ($Mil) | 663.40 |
| Inception Date: | 12/28/95 |
| Manager Name, Tenure | Noland/Bend/Hudson, 2008 / 2008 / 2009 |
| Expense Ratio: | 1.74% |
|
Sales Charge:
Load Type:
|
Front-End Load 5.50% 0.00% |
Top 10 Holdings (As of 9/30/11)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Federated Us Treasury Cash Reserves;institutional | NA | 9.27 |
| Yamana Gold Inc Ord | NA | 0.15 |
| Goldcorp Inc Ord | G | 0.15 |
| Royal Gold Inc Ord | RGLD | 0.14 |
| Allied Nevada Gold Corp Ord | ANV | 0.13 |
| Iamgold Corp Ord | NA | 0.13 |
| Agnico Eagle Mines Ltd Ord | AEM | 0.11 |
| Coastal Energy Co Ord | CEO | 0.10 |
| Newmont Mining Corp Ord | NEM | 0.10 |
| Fortuna Silver Mines Inc Ord | FVI | 0.08 |
| % of Total Holdings | 10.36 | |
Stories & Blogs: Around the Web
| 1/4/2012 | Citi: Fund Families From TROW, LM, FII Outperform Peers In 2011 (Barrons.com) |
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