cromag

The New Wave of Infrastructure Investing - JP Morgan

I like First Trust Materials AlphaDEX Fund (FXZ)

It's up 11.49% in the last 3-months and 7.62% YTD

Also, it's trading at a 0.41% discount as of 5/20/2008 !

Here are their top 10 holdings
Cleveland-Cliffs Inc. CLF 3.78 %
Fluor Corporation FLR 3.26 %
Westlake Chemical Corporation WLK 3.16 %
AK Steel Holding Corporation AKS 3.08 %
The Mosaic Company MOS 2.86 %
Crown Holdings, Inc. CCK 2.74 %
Nucor Corporation NUE 2.73 %
Steel Dynamics, Inc. STLD 2.71 %
Reliance Steel & Aluminum Co. RS 2.69 %
McDermott International, Inc. MDR 2.64 %

Here's a link to their website
www.ftportfolios.com/R...