Federated Hermes Prudent Bear FundBEARX
Type
Mutual fund
Peer group
Alternative
Net assets
$100.5M
Expense ratio
2.70%
1-year return
-12.5%
3 years, a year
-10.9%
5 years, a year
-8.7%
Holdings
194
What it aims to do.
The Funds investment objective is to seek capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| United States Treasury | 31.85% |
| United States Treasury | 31.63% |
| Federated Hermes Government Obligations Fund | 28.16% |
| JOBY Chicago Mercantile Exchange | 0.72% |
| JOBY Innoscripta SE | 0.48% |
| SVCO Silvaco Group Inc | 0.42% |
| WLTH Wealthfront Corp | 0.38% |
| XZO Exzeo Group Inc | 0.37% |
| JOBY Sophia Genetics SA | 0.35% |
| LIFE Ethos Technologies Inc | 0.35% |
More on BEARX.
- BEARX overview
- BEARX holdings
- BEARX risk
- BEARX costs
- BEARX money in and out
- BEARX share classes
- Compare BEARX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.