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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Tommaso who wrote (100024)	12/12/2003 5:16:48 PM
From: Joan Osland Graffius	Respond to of 132070

Tommaso, As you may know I own the Oppenheimer Real Asset Fund and have been waiting to see what the PIMCO fund holds. It looks like the PIMCO fund is less weighted in energy than the Opeenheimer fund, but who know what these fellows are doing any given day of the week. I have just got started accumulating the fund as I have been buying on dips. My shares are in an IRA. FWIW, the Oppenheimer fund recently paid a 3.2% capital gain dividend. My gut is telling me the way to go with these two funds is to own some of each one.

To: Tommaso who wrote (100024)	12/13/2003 7:46:27 AM
From: MoneyPenny	Read Replies (2) \| Respond to of 132070

Hi tommaso, I've owned PCRIX, the institutional series for over a year and it has done very well. The use of commodity swaps around a core of TIPS is unique in the mutual fund universe. Fidelity sells the institutional shares with no fee, even though I didn't have the $5 million minimum required per prospectus. (G). I just looked at Pimco to link the quarterly report that listed some of their holdings in addition to the TIPS but couldn't find it. I'd email them and they will send you PDF file on the quarterly. I think it trades very quickly so it will be difficult to get a true view of what is in it at any given time but PIMCO's stance re: commodites and reflation is pretty clear.