Comments on: Weekly Mutual Fund Review: CGM Realty Fund (CGMRX) http://genxfinance.com/2007/01/19/weekly-mutual-fund-reviewcgm-reality-fund/ Helping a unique generation achieve financial independence. Mon, 15 Mar 2010 04:23:32 +0000 http://wordpress.org/?v=2.9.1 hourly 1 By: Mutual Fund Review: Fidelity International Real Estate (FIREX) : Generation X Finance http://genxfinance.com/2007/01/19/weekly-mutual-fund-reviewcgm-reality-fund/#comment-4817 Mutual Fund Review: Fidelity International Real Estate (FIREX) : Generation X Finance Mon, 21 May 2007 16:49:15 +0000 http://genxfinance.com/2007/01/19/weekly-mutual-fund-reviewcgm-reality-fund/#comment-4817 [...] I took a look at the domestic real estate fund CGM Realty. This week I would like to take a look at an international offering that can work as a great [...] [...] I took a look at the domestic real estate fund CGM Realty. This week I would like to take a look at an international offering that can work as a great [...]

]]> By: Jeremy http://genxfinance.com/2007/01/19/weekly-mutual-fund-reviewcgm-reality-fund/#comment-801 Jeremy Fri, 19 Jan 2007 21:10:43 +0000 http://genxfinance.com/2007/01/19/weekly-mutual-fund-reviewcgm-reality-fund/#comment-801 You're right Sun, the Focus fund was great when it was a mid-cap fund, but the style drift to large has not done it any favors. And since it is a blend fund I think the growth components are what have been holding it back the last year. That is why I like the Realty fund because it is held to an 80/20 asset mix mandated by the SEC, requiring 80% of assets in real estate stocks or REITs. This constrains the style a bit and requires the manager to work within that framework which is probably why it has had more consistent long-term returns when compared to a fund that is allowed to completely change style. You’re right Sun, the Focus fund was great when it was a mid-cap fund, but the style drift to large has not done it any favors. And since it is a blend fund I think the growth components are what have been holding it back the last year.

That is why I like the Realty fund because it is held to an 80/20 asset mix mandated by the SEC, requiring 80% of assets in real estate stocks or REITs. This constrains the style a bit and requires the manager to work within that framework which is probably why it has had more consistent long-term returns when compared to a fund that is allowed to completely change style.

]]> By: Sun http://genxfinance.com/2007/01/19/weekly-mutual-fund-reviewcgm-reality-fund/#comment-800 Sun Fri, 19 Jan 2007 20:22:18 +0000 http://genxfinance.com/2007/01/19/weekly-mutual-fund-reviewcgm-reality-fund/#comment-800 I own CGM Focus fund which, as the Realty fund, is very volatile as well. When I bought the fund five years ago, it was a small-/mid-cap fund and now it's a large blend according to Morningstar and its performance started to lag benchmark. I am considering dump this fund. I own CGM Focus fund which, as the Realty fund, is very volatile as well. When I bought the fund five years ago, it was a small-/mid-cap fund and now it’s a large blend according to Morningstar and its performance started to lag benchmark. I am considering dump this fund.

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