Federated Prudent Bear Fund Quote

PBRIX Fund  USD 4.73  0.01  0.21%   

Performance

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Odds Of Distress

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Federated Prudent is trading at 4.73 as of the 21st of June 2025; that is 0.21 percent up since the beginning of the trading day. The fund's open price was 4.72. Federated Prudent has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of March 2025 and ending today, the 21st of June 2025. Click here to learn more.
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. More on Federated Prudent Bear

Moving against Federated Mutual Fund

  0.99QKACX Federated Mdt AllPairCorr
  0.98SBFIX Federated Global AllPairCorr
  0.98FSBCX Federated Global AllPairCorr
  0.98FSBKX Federated Global AllPairCorr
  0.98FSBLX Federated Global AllPairCorr
  0.98QLSGX Federated Mdt SmallPairCorr

Federated Mutual Fund Highlights

Fund ConcentrationFederated Funds, Large Funds, Trading--Inverse Equity Funds, Trading--Inverse Equity, Federated (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date30th of November 2022
Fiscal Year EndSeptember
Federated Prudent Bear [PBRIX] is traded in USA and was established 21st of June 2025. Federated Prudent is listed under Federated category by Fama And French industry classification. The fund is listed under Trading--Inverse Equity category and is part of Federated family. This fund at this time has accumulated 461.87 M in assets with minimum initial investment of 1000 K. Federated Prudent Bear is currently producing year-to-date (YTD) return of 1.04% with the current yeild of 0.09%, while the total return for the last 3 years was -8.8%.
Check Federated Prudent Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Federated Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Federated Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Federated Prudent Bear Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Federated Prudent Bear Mutual Fund Constituents

NEMNewmont Goldcorp CorpStockMaterials
XLIIndustrial Select SectorEtfIndustrials
NWSANews Corp AStockCommunication Services
STTState Street CorpStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
CNPCenterPoint EnergyStockUtilities
JNJJohnson JohnsonStockHealth Care
UBERUber TechnologiesStockIndustrials
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Federated Prudent Bear Risk Profiles

Federated Prudent Against Markets

Other Information on Investing in Federated Mutual Fund

Federated Prudent financial ratios help investors to determine whether Federated Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Federated with respect to the benefits of owning Federated Prudent security.
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