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| 2. |
Read the Prospectus |
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The prospectus is available to read online or to download as a
PDF. You may also request a printed hard copy to be sent by U.S. Mail.
For help in choosing the right Oakmark fund for you, refer to the Funds Overview.
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| 3. |
Get the Application |
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| IRA Application |
To open a new Traditional or Roth IRA. |
| IRA Transfer of Assets |
Include with your IRA Application when transferring a Traditional or Roth IRA from another institution.
Also, to be used when rolling over all or part of your retirement plan from your former employer when retiring or changing jobs.
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Additional forms, such as to open a regular, non-IRA account or an Education Savings Account, are available.
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| 4. |
Send the Application to Us if Investing through the Mail |
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Mail your completed and signed application and check to:
The Oakmark Funds
P.O. Box 219558
Kansas City, MO 64121-9558
The funds' custodian, State Street Bank & Trust Company, charges a $5 set-up fee for retirement accounts. There is also an
annual maintenance fee of $10 per fund (with a maximum annual fee of $20).
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| Please note that we do not accept cash, drafts, starter checks, third party checks, or checks drawn on banks outside the
United States. To find out how to open an account with Oakmark using a payment method other than a personal check, please see the
How To... section, read the prospectus, or call 1-800-OAKMARK.
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