BEARX Mutual Fund

BEARX Mutual Fund (Federated Hermes Prudent Bear Fund Class A) is managed by Federated Hermes with $24.1M in net assets. BEARX expense ratio is 2.70%, holding 194 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1995-12-28.

BEARX performance shows a YTD return of -7.35%. The 1-year return is -11.97% and the 5-year return is -9.44%. BEARX dividend yield stands at 7.21%, 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%), Currency Contract - USD (0.4%). 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.