As opportunities arise or conditions change, balanced mutual fund managers adjust the weighting of assets in the mutual fund to help maximize performance. Specialty Growth Mutual Funds Specialty growth mutual funds generally invest in high-potential industry sectors such as energy, technology or resources. Cyclical sectors such as these tend to be more volatile - rising and falling depending on economic factors or market conditions. The shares of closed-end funds are bought and sold on the various stock exchanges. Our investment professionals can consolidate your mutual fund holdings into a single monthly statement.
Mutual funds are pools of securities that are invested by a professional manager.
The shareholders participate equally in the gains or losses of the fund, and a fund investing in many stocks or bonds provides diversification to shareholders. CIBC Oppenheimer has selling agreements with more than 100 mutual fund families, providing access to more than 2,000 individual funds. We provide an objective, consultative approach to recommending funds. Our primary objective is to identify the fund or funds that we believe are most likely to help our clients achieve their investment objectives. Mutual funds provide opportunities to meet a variety of investment goals, since each fund has specific investment objectives.