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PBRCX Federated Prudent Bear C

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Fund PBRCX Federated Prudent Bear C
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Similarity
?
100%
Annual Fees
?
$241.55
(2.53% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming -4.52% annual return
$1,155.67
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN -10.37%
3 YR -11.97%
5 YR -16.29%
10 YR -9.37%
Description
The investment seeks capital appreciation. The fund pursues its investment objective primarily through short positions in domestically traded equity securities and indices. It holds short-term liquid securities such as money market funds, U.S. Treasury securities, government agency securities or other equity securities for liquidity purposes and to cover its obligation to purchase securities subject to short sales in the future. The fund also seeks capital appreciation through long positions on equity securities which the fund's adviser believes are undervalued.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

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