Investing With Us

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Ready to invest? This section contains all that you need to know to begin investing with Oakmark in both individual and retirement accounts.
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TransactionsTransactions
Oakmark fund shares can be purchased, redeemed and exchanged online, through the mail or over the phone.
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FAQFAQ
Answers to common questions, including how your Oakmark accounts may be affected by moving, marriage and job changes.
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Tax InformationTax Information
Overview of fund distributions, changes in federal tax rules, and ways to prepare and report your income taxes online.
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Cost Basis InformationCost Basis Information
A summary of the new cost basis rules and how they impact your account, along with general tax information and FAQ.
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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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