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SPECIAL Mutual Funds/ETFs

Tose mutual funds are not your ordinary BUY and HOLD type of funds, NO,those funds actually are using their money to profit from the degradation in price of certain stocks, that's it,they SHORT-sell the stocks rather than buying them. This strategy works very well when we have a DOWN TREND signal and you don't want to short the stocks by yourself. Even in an IRA accounts those funds are a valid investment. We have complied a list of Bear Market funds,that you can purchase from your broker,or directly from those companies.


NAME Symbol Fund Family Website




A. Actively Managed Bear Funds:


Prudent Bear Fund BEARX Prudent Bear Funds www.prudentbear.com
Grizzly Fund GRZZX Leuthold Funds www.leutholdfunds.com




B. S&P 500 Index Bear Funds:


US Short Fund PSPSX Potomac Funds www.potomacfunds.com
Bear BRPIX ProFunds www.profunds.com
Ursa RYURX Rydex Funds www.rydexfunds.com
Short OTC SOPIX ProFunds www.profunds.com
UltraBear URPIX ProFunds www.profunds.com
Tempest 500 RYTPX Rydex Funds www.rydexfunds.com




C. NASDAQ 100 Cap Bear Funds:


OTC Short Fund POTSX Potomac Funds www.potomacfunds.com
Arktos RYAIX Rydex Funds www.rydexfunds.com
UltraShort OTC USPIX ProFunds www.profunds.com
Venture 100 RYVNX Rydex Funds www.rydexfunds.com




D. Russell 2000 Small Cap Bear Funds:


Short Small-Cap SHPIX ProFunds www.profunds.com




E. U.S. Treasury 30-year Bond:


Rising Rates Opportunity RRPIX ProFunds www.profunds.com

 

Updated in 2009:

There are now a few ETFs(called Inverse ETSs) whose value moves inversely to changes in specific indexes such as the S&P 500, Dow Jones Industrial Average, Nasdaq 100 and the S&P Mid-Cap indexes. The respective "short" indexes are: ProShares Short S&P500 (SH), ProShares Short Dow30 (DOG), ProShares Short QQQ (PSQ) and PowerShares Short Mid-Cap 400 (MYY). At the same time, there are some new ETFs that DOUBLE the moves that those indexes occur: QID, SDS, MZZ, DXD.

UltraShort QQQ ProShares (ETF) seeks daily investment results that correspond to twice (200%) the inverse of the daily performance of the NASDAQ-100 Index. The same idea applies to SDS(ProShares UltraShort S&P500),MZZ(ProShares MidCap400) and DXD(ProShares DowJones30).

Here is a more compressive list of Inverse (or Bear) ETFs:

ETF Name Ticker Benchmark Index
Short QQQ PSQ Nasdaq-100
Short Dow 30 DOG DJIA
Short S&P 500 SH S&P 500
Short MidCap400 MYY S&P MidCap 400
Short SmallCap600 SBB S&P SmallCap 600
Short Russell2000 RWM Russell 2000
UltraShort QQQ QID Nasdaq-100
UltraShort Dow 30 DXD DJIA
UltraShort S&P 500 SDS S&P 500
UltraShort MidCap400 MZZ S&P MidCap 400
UltraShort SmallCap600 SDD S&P SmallCap 600
UltraShort Russell2000 TWM Russell 2000

 

ETF Name Ticker Benchmark Index
Short MSCI Emerging Markets EUM MSCI Emerging Markets Index
Short MSCI EAFE EFZ MSCI EAFE Index
UltraShort MSCI EAFE EFU MSCI EAFE Index
UltraShort MSCI Emerging Markets EEV MSCI Emerging Markets index
UltraShort MSCI Japan EWV MSCI Japan Index
UltraShort FTSE/Xinhua China 25 FXP FTSE/Xinhua China 25 Index