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PETDX is returning more than any other real estate related mutual fund. My observation is that it is not tax efficient,is derivative driven , has potential great return when real estate is bullish but is extremely risky when there is a draw down. (Exception 2011 when it did well)
I would appreciate a discussion where and when an investor would ever invest in this fund. prinx
prinx: This is not your grandfather's real estate fund, and would only invest in if you understanding the strategy and how its employed. It's funky ! Regards, Ted http://www.kiplinger.com/printstory.php?pid=6959
Probably the most aggressive fund in its class. It's effectively index-like, using derivatives. Great on a good year, really bad on a bad year for RE. Not something I'd recommend.
Comments
Regards,
Ted
http://www.kiplinger.com/printstory.php?pid=6959
Lipper Snapshot Of PETDX: http://www.marketwatch.com/investing/fund/petdx