BEARX Mutual Fund

BEARX Mutual Fund (Federated Hermes Prudent Bear Fund Class A) is managed by Federated Hermes with $24.6M in net assets. BEARX expense ratio is 2.70%, holding 184 positions across sectors including Health Care, Communication Services, Consumer Discretionary. Inception date: 1995-12-28.

BEARX performance shows a YTD return of -8.92%. The 1-year return is -12.45% and the 5-year return is -9.12%. BEARX dividend yield stands at 7.33%, paid annually.

BEARX top holdings include Federated Government Obligations Fund (58.6%), B 9/8/26 Govt (27.6%), Innoscripta Se (0.7%), Csg Nv (0.4%), SOPHIA GENETICS SA (0.3%). Go to all BEARX holdings, BEARX sectors, or BEARX dividends.

BEARX can be compared against other funds. Use BEARX overlap to find shared positions, or BEARX vs another fund for a side-by-side view. BEARX alternatives are available via the screener, along with tax-loss harvesting opportunities.