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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Joan Osland Graffius who wrote (11885)	4/13/2004 3:04:39 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 110194

Joan, T. Rowe Price's New Era came out in the last commodity bull market, mid-1970s. It has always been a so-so performer, which makes it superb compared to most of its competition, which died in the long haul. The thing I don't like is that a lot of the resource exposure is in large processors, i.e., Exxon, IP, and even users, like Wal-Mart. There is nothing wrong with those names, but I prefer a bit purer resource play. Ivy Global is the best, but they expense the heck out of the shareholder.