Nasdaq - Delayed Quote USD

Federated Hermes Prudent Bear Fd (BEARX)

4.8000
+0.0100
+(0.21%)
At close: 8:09:11 AM EDT
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  • Previous Close 4.7900
  • YTD Return 5.84%
  • Expense Ratio 2.61%
  • Category Trading--Inverse Equity
  • Last Cap Gain -723.00
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 127.7M
  • Beta (5Y Monthly) -0.99
  • Yield 9.39%
  • 5y Average Return --
  • Holdings Turnover 140.00%
  • Last Dividend 0.46
  • Inception Date Dec 5, 2008

The fund pursues its investment objective primarily through short positions in domestically traded equity securities and indices. It holds short-term liquid securities such as money market funds, U.S. Treasury securities, government agency securities or other equity securities for liquidity purposes and to cover its obligation to purchase securities subject to short sales in the future. The fund also seeks capital appreciation through long positions on equity securities which the fund's adviser believes are undervalued.

Federated

Fund Family

Trading--Inverse Equity

Fund Category

127.7M

Net Assets

2008-12-05

Inception Date

More about Federated Hermes Prudent Bear Fd

Performance Overview: BEARX

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Trailing returns as of 5/8/2025. Category is Trading--Inverse Equity.

YTD Return

BEARX
5.84%
Category
0.00%
 

1-Year Return

BEARX
5.07%
Category
0.00%
 

3-Year Return

BEARX
7.31%
Category
0.00%
 

5-Year Return

BEARX
13.07%
Category
0.00%
 

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Holdings: BEARX

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Sector Weightings

SectorBEARX
Technology   20.44%
Healthcare   19.86%
Consumer Cyclical   11.08%
Financial Services   9.42%
Industrials   8.48%
Consumer Defensive   8.07%
Communication Services   7.18%
Energy   6.57%
Real Estate   4.67%
Utilities   2.51%
Basic Materials   1.72%
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Recent News: BEARX

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Research Reports: BEARX

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