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Anthony J. Bardi
Registered Representative
Enrolled Agent, LTC# 454
Tax and Financial Solutions, Inc.
151 SE 223rd Avenue
Gresham, OR 97030
Phone: 503-666-7909
January/February 2018
Another Alternative
You might think alternative investments are only for hedge funds investors. Yet, they’re making their way into popular mutual fund families. You might even have an “alt” investment or two.
What are they and should you invest in them? You might be surprised to learn you may already do.
A Fourth Asset Class
Generally speaking, alternative investments are those that don’t fit into the three main asset classes: stocks, bonds and cash. They can include art, private equity and a wide variety of sophisticated investing strategies used by hedge funds and traditional investors.
You may not have those investments, but you could have these two alts through a mutual fund: real estate and commodities.
Real Estate
Not only do mutual fund providers manage widely circulated real estate funds, but
Real Estate
Investment Trusts (REITs) do, too.Modeled after mutual funds, REITs can invest in industrial, commercial, retail and residential properties. Many are publicly traded. They typically pay all their taxable income as dividends to shareholders.
Commodities
Commodity mutual funds can include precious metals like gold and silver. They also may invest in energy products like oil and natural gas, pork bellies and more. These funds go by different names. A natural resources fund might include both energy and agriculture. A precious metals fund might include gold, silver and copper.
Why Invest?
Commodity funds may provide a hedge against inflation. REITs are typically viewed as income producers. However, both include varying degrees of risk. Talk with a financial professional to learn more.
You should consider the fund’s investment objectives, charges, expenses, and risks carefully before you invest. The fund’s prospectus, which can be obtained from your financial representative, contains this and other information about the fund. Read the prospectus carefully before you invest or send money. Shares, when redeemed, may be worth more or less than their original cost.
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