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Federated quote and profile

 
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3.08
  
FUND
0.01  Macroaxis: 0.33 Up   0.33%  
May 23 2013 

Diversification Suggestion

Use Federated to enhance returns of your portfolios. The fund experiences normal upward fluctuation
Analyze Federated Prudent Bear A Trend or Check current 30 days Federated correlation with market (S&P 500)
1 Month Beta -0.84  
Highest Price:  
Lowest Price:  
3.24  
3.05  
April 23 2013 
May 17 2013 
As returns on market increase, returns on owning Federated are expected to decrease at a much smaller rate. During bear market, Federated is likely to outperform the market.
Federated Prudent Bear A Almost negative betaFederated Prudent Bear A Beta Legend
BEARX United States NASDAQ
Federated Prudent Bear A
Federated
Bear Market
Benchmark S&P 500
Contact Number: 800. 341. 7400
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset848.76 M
Last Dividend Paid0.19
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 thisGreen BEARX BEARX agains markets  0.33 % Macroaxis: 0.33 Moved Up  
 
 United States Russel   0.21 % Macroaxis: 0.21 Moved Up  
 
 United States SP 500   0.29 % Macroaxis: 0.29 Moved Down  
 
 United States NYSE   0.44 % Macroaxis: 0.44 Moved Down  
 
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Federated Leadership

PRyan Bend Fund Manager since December 7, 2008, MBA
Ryan Bend Fund Manager since December 8, 2008

Federated Price and Market Media

The median price of Federated for the period between Tue, Apr 23, 2013 and Thu, May 23, 2013 is 3.12 with a coefficient of variation of 2.1. The daily time series for the period is distributed with a sample standard deviation of 0.07, arithmetic mean of 3.14, and mean deviation of 0.06. The Fund did not receive any noticable media coverage during the period.
Federated         SP 500
Price Growth (%)
 

Federated Summary

Federated Prudent Bear A [BEARX] is traded in USA and was established in December 27, 1995. The fund is listed under Bear Market category and is part of Federated family. This fund currently has accumulated 848.76 M in assets under management (AUM) with minimum initial investment of 1.5 K. Federated Prudent Bear A is currently producing year-to-date (YTD) return of -6.34%, while the total return for the last 3 years was -17.87%.

Fund Instrument Allocation for Federated

The fund invests most of its assets under management in cash or cash equivalents, with the rest of investments concentrated in stocks, exotic instruments.
Past Market
Over 30
Days
0
Out Of
100
 
Chance of
Less
Than
%
 
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Federated Research Report

Federated vs. PIMCO

Correlation analysis and fundamentals comparison between Federated Prudent Bear A and PIMCO StocksPLUS TR

Federated Asset Under Management

Federated Prudent Bear A is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Bear Market category is currently estimated at about 29.36 Billion. Federated holds roughly 848.76 Million in net asset claiming about 2.89% of funds in Bear Market category.

Federated Fundamentals

Minimum Initial Investment vs Cash Position Weight
One Year Return vs Equity Positions Weight
Minimum Initial Investment vs Holdings Turnover
Price to Book vs Equity Positions Weight

Federated vs Competition

Federated vs. PIMCO StocksPLUS TR Short Strat C
Federated vs. PIMCO StocksPLUS TR Short Strat Instl
Federated vs. PIMCO StocksPLUS TR Short Strat A
Federated vs. PIMCO StocksPLUS TR Short Strat D
Federated vs. Federated Prudent Bear C
Federated vs. Federated Prudent Bear Instl
Federated vs. ProFunds Rising Rates Opp A
Federated vs. Rydex Inverse S P 500 Strategy A
Federated vs. Rydex Inverse S P 500 Strategy C

Federated May 23 2013 Opportunity Range

Downside Deviation0.6581
Information Ratio(0.91)
Maximum Drawdown1.91
Value At Risk(0.94)
Potential Upside0.6557

 
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