The Oakmark Funds - Open an Account

INVESTING WITH US
Overview | Open An Account | Shareholder Services | FAQ

Steps to open a Regular account through the mail

1. Read the Prospectus

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.

Print and Complete the Account Application

New Account Registration Form	To open a new (non-IRA) account.
Education Savings Account	To set up an Education Savings Account to save for a child's college education.

Additional forms, such as to transfer retirement assets, are available.

3.	Send the Application to Us if Investing through the Mail
	Mail your completed and signed application and check to: The Oakmark Funds P.O. Box 219558 Kansas City, MO 64121-9558 Please Note: If you are applying for the Automatic Investment Plan, you must also send a check marked "void" or a deposit slip from your bank account.

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.

Investing in value stocks presents the risk that value stocks may fall out of favor with investors and underperform growth stocks during given periods.

Before investing in any Oakmark Fund, you should carefully consider the Fund's investment objectives, risks, management fees and other expenses. This and other important information is contained in a Fund's prospectus and summary prospectus. Please read the prospectus and summary prospectus carefully before investing. For more information, please call 1-800-OAKMARK (1-800-625-6275).

OAKMARK, OAKMARK FUNDS, OAKMARK INTERNATIONAL, and OAKMARK and tree design are trademarks owned or registered by Harris Associates L.P. in the U.S. and/or other countries.

Copyright 2011, Harris Associates Securities L.P., Distributor, Member FINRA.