This is an Article Submitted by Our Advertisers
Oppenheimer Real Asset Fund
Oppenheimer’s Real Asset Fund was the first
of its kind providing retail investors with exposure to commodities. Through
investments in securities whose value is linked to the commodity markets,
investors receive full dollar-for-dollar exposure to this asset class.
To view details on the only three true commodity funds available today (most
“commodity-related” funds invest in stocks of energy-based companies, not the
physical commodities themselves), a comparison can be found in
Commodity Funds Comparison.
Alternatively, readers can request more information on any of these funds from
our recommended outside
investment advisors, highly-experienced industry professionals we have found
that know these investments very well.
About Oppenheimer’s Real Asset Fund:
Unlike both the Pimco
Commodity Real Return Fund and the
Rogers Raw Materials
Fund, Oppenheimer’s is actively-managed, meaning it is not built to mimic
the performance of a broad-based commodities index. At times, this results in
superior performance, but it also results in a fund that is extremely
concentrated in oil and energy, with more than 70% of the fund having such
exposure according to a Forbes article from June, 2005.
Further, this fund invests a portion of its assets in U.S. Government and Agency
bonds, fixed income holdings that aren’t inflation-hedged and seem to stand in
direct opposition to the underlying fund strategy.
While this tactical conflict concerns us, it’s part of a large, well-respected
fund family, which means investors in this vehicle do gain significant
advantages in terms of pricing, liquidity and ease of investment when compared
to the Rogers Fund.
While we would caution investors not to look only at the occasional performance
superiority of this fund, a detailed comparison of all three commodity mutual
funds can be found in commodity
fund comparison page.
contact us for
advertisement information and other matters.