Investing With Us

Open a new account through the mail

  • Read the Funds’ Summary Prospectus and Prospectus carefully before investing. The prospectus is available online to read or download as a PDF here. You may also request a copy to be sent by U.S. Mail.
  • Visit Our Funds for an overview of the Oakmark Funds to help choose the right Oakmark Fund for you.
  • Complete the account application online, then print and sign it.
  • Additional documentation may be required to open your account.  Please read the instructions on the new account form carefully.
  • Make check payable to the Oakmark Funds.
  • Mail your completed and signed application and check to:

Regular Mail:
Oakmark Funds
P.O. Box 219558
Kansas City, MO 64121-9558

For Overnight Delivery:
Oakmark Funds
330 West 9th Street
Kansas City, MO 64105-1514

Please Note: We do not accept cash, drafts, starter checks, third party checks, or checks drawn on banks outside the United States.  A third party check is a check payable to a party other than the Oakmark Funds.

To establish banking information you must affix an investment check or a voided check with pre-printed routing and account numbers.

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This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.

CUSIP identifiers have been provided by CUSIP Global Services, managed on behalf of the American Bankers Association by Standards and Poor’s Financial Services, LLC, and are not for use or dissemination in a manner that would serve as a substitute for any CUSIP service.  The CUSIP Database, © 2011 American Bankers Association.  “CUSIP” is a registered trademark of the American Bankers Association.

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 (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 2017, Harris Associates Securities L.P., Distributor, Member FINRA.
Date of first use: January 24, 2013.

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