PBRIX Mutual Fund

PBRIX Mutual Fund (Federated Hermes Prudent Bear Fund Institutional Class) is managed by Federated Hermes with $49.2M in net assets. PBRIX expense ratio is 2.43%, holding 184 positions across sectors including Health Care, Communication Services, Consumer Discretionary. Inception date: 2008-12-05.

PBRIX performance shows a YTD return of -9.30%. The 1-year return is -12.41% and the 5-year return is -8.95%. PBRIX dividend yield stands at 7.38%, paid annually.

PBRIX 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 PBRIX holdings, PBRIX sectors, or PBRIX dividends.

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