BEARX Mutual Fund (Federated Hermes Prudent Bear Fund Class A) is managed by Federated Hermes with $25.3M in net assets. BEARX expense ratio is 2.70%, holding 194 positions across sectors including Other, Financials, Unknown. Inception date: 1995-12-28.

BEARX performance shows a YTD return of -7.87%. The 1-year return is -14.47% and the 5-year return is -10.01%. BEARX dividend yield stands at 10.73%, paid annually.

BEARX top holdings include Spdr S&p 500 ETF Trust (34.3%), Square 5.67 2025-11-01 (19.4%), Fannie Mae Pool Fm8720 2.00% 8/1/2051 (19.3%), Federated Government Obligations Fund (17.2%), Alphabet Inc 5.2500% Mat 05/15/2055 5.25 2055-05-15 (0.4%). View all BEARX holdings, sector breakdown, or dividend history.

BEARX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BEARX alternatives are available via the screener, along with tax-loss harvesting opportunities.