How to Invest in Oppenheimer Mutual Funds
Since 1960, Oppenheimer Funds, Inc. has been providing investment services. Today, the firm is one of the most reputable asset management firms in the United States. As of September 2006, Oppenheimer boasted assets under management totaling more than $220 billion. In the same month, Oppenheimer's mutual fund shareholders totaled more than 6 million. The firm offers a full range of mutual funds, as well as a selection of other products and services.
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Instructions
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The Oppenheimer Family of Mutual Funds
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Know that Oppenheimer offers more than 65 different mutual funds in which you can invest.
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Understand that Oppenheimer offers domestic equity funds. Under the equity heading, growth, core and value funds are available.
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Know that Oppenheimer offers global and international equity funds, as well as domestic and international fixed-income funds. Domestic funds target markets in the United States, global funds include both domestic and foreign markets and international funds target foreign markets only.
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Know that Oppenheimer offers both national and state municipal bond funds. These funds offer the opportunity to realize tax-free income.
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Understand that there are a number of Oppenheimer alternative investment funds. These funds may invest in such things as commodities and real estate.
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Get to know Oppenheimer money market funds. These funds are aimed at providing income while preserving capital and offering easy liquidity.
Choosing Funds
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Visit OppenheimerFunds.com and click the "Research Fund" link near the top of the page.
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Select "Fund Profiles" and "Overview"
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Review the fund categories listed on this page. You'll learn details concerning each category, its investment objectives and its risks.
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Determine mutual fund categories that best fit your goals. Review the funds in these categories by clicking on the fund names positioned to the right of the category description.
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Review the information page for each fund that interests you. On this page you'll find fund objective and strategy information, as well as top holding, regional allocation and risk measurement details.
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Download a prospectus for each Oppenheimer mutual fund you are considering. You'll find a prospectus link toward the bottom of each fund's information page.
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Download and complete an application form to open an investment account with Oppenheimer. Mail it with your initial investment. Most Oppenheimer mutual funds have a $1,000 minimum initial investment.
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Tips & Warnings
Opening investments for the Developing Markets Fund and the International Small Company Fund are much higher than the $1,000 required for most Oppenheimer funds.
