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Re: Mohamed El-Erian's "Portfolio for a New Era" Nagorak  07-04-2008, 5:41 PM | Post #2535607
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kerryvan:

I have the energy and material sectors covered, so I'm looking for a 'foods' type commodity funds.   I just noticed a post for dxctx, it may be the one.  I've looked at

http://stockcharts.com/charts/performance/perf.html?PCRIX,QRAAX,PCRDX,GHAAX,QRACX

I was leaning toward pcrdx,  but uncomfortable with the choices.  I want an active managed fund due to the swings in commodities, so etf's are out.  The long and short in dxctx could be a benefit.

If you're thinking of PCRDX, you'd be better off going with PCRIX since it's the same fund but with a lower expense ratio.  Something is wrong with the Stock Charts data-- maybe it doesn't include reinvested dividends?-- there's no way that PCRIX performed worse than PCRDX, which is reflected in the M* returns.  

Also, I'm pretty sure that PCRIX/PCRDX are just index funds.  They invest a certain amount in various commodities and rebalance annually. 

Topics charts commodities food rebalance sectors View Complete Thread
 
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