With the boom in real estate investment trusts and energy stocks, it would stand to reason that an investor in a fund specializing in either sector would be sitting pretty. But contrary to reason, that isn't always the case, The Wall Street Journal reports.

Although mutual funds may be classified as part of the same group, some actually don't invest in regular stocks but in instruments that act differently than equities, such as bonds, preferred stock or derivatives. Or they may concentrate on dividend yields rather than returns.

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