A. With a 7-year bull market nears its end, many investors are turning attention to bear funds. Unfortunately, while there are more than 100 funds claim to be bearish, most of them are essentially index funds as they are structured to deliver the inverse of various indexes. There are only 5 actively managed short-selling bear funds available for investors.
Here are the five actively managed bear funds available for retail investors:
- Advisor Shares Ranger Equity Bear ETF (HDGE): this is the only actively managed ETF that shorts individual stocks
- Gamco Mathers (MATRX): this is the best performing bear fund in the past decade.
- Grizzly Short (GRZZX): this is one of the oldest and most successful bear funds. Min investment $10K.
- Comstock Value (COMVX)
- Federated Prudent Bear (BEARX)