The Oakmark Fund

Financial Highlights

For a share outstanding throughout each period

Year Ended
September 30,
2000

Year Ended
September 30,
1999

Year Ended
September 30,
1998

Eleven Months
Ended
September 30,
1997(d)

Year Ended October 31,


Period Ended
October 31,
1991(a)

1996 1995 1994 1993 1992

Net Asset Value, Beginning of Period $34.37 $33.54 $41.21 $32.39 $28.47 $25.21 $24.18 $17.11 $12.10 $10.00
Income From Investment Operations:
Net Investment Income (Loss) 0.49 0.36 0.47 0.36 0.34 0.30 0.27 0.17 (0.03) (0.01)
Net Gains or Losses on Securities (both realized and unrealized) (2.91) 2.51 (1.73) 10.67 4.70 4.66 1.76 7.15 5.04 2.11










Total From Investment Operations: (2.42) 2.87 (1.26) 11.03 5.04 4.96 2.03 7.32 5.01 2.10
Less Distributions:
Dividends (from net investment income) (0.26) (0.44) (0.40) (0.34) (0.28) (0.23) (0.23) (0.04) 0 0
Distributions (from capital gains) (4.74) (1.60) (6.01) (1.87) (0.84) (1.47) (0.77) (0.21) 0 0










Total Distributions (5.00) (2.04) (6.41) (2.21) (1.12) (1.70) (1.00) (0.25) 0 0










Net Asset Value, End of Period $26.95 $34.37 $33.54 $41.21 $32.39 $28.47 $25.21 $24.18 $17.11 $12.10




















Total Return (7.55)% 7.98% (4.06)% 39.24%* 18.07% 21.55% 8.77% 43.21% 41.40% 87.10%*
Ratios/Supplemental Data:
Net Assets, End of Period ($million) $2,038.7 $4,772.8 $6,924.0 $6,614.9 $3,933.9 $2,827.1 $1,677.3 $1,107.0 $114.7 $4.8
Ratio of Expenses to Average Net Assets 1.21% 1.11% 1.08% 1.08%* 1.18% 1.17% 1.22% 1.32% 1.70% 2.50%(b)*
Ratio of Net Income (Loss) to Average Net Assets 1.42% 1.02% 1.22% 1.19%* 1.13% 1.27% 1.19% 0.94% (0.24)% (0.66)%(c)*
Portfolio Turnover Rate 50% 13% 43% 17% 24% 18% 29% 18% 34% 0%

*Data has been annualized.

(a) From August 5, 1991, the date on which Fund shares were first offered for sale to the public.

(b) If the Fund had paid all of its expenses and there had been no reimbursement by the Adviser, this annualized ratio would have been 4.92% for the period.

(c) Computed giving effect to the Adviser's expense limitation undertaking.

(d) A move to a September 30th fiscal year end from an October 31st fiscal year end resulted in an eleven-month fiscal year in 1997.

The Oakmark Select Fund

Financial Highlights

For a share outstanding throughout the period

Year Ended
September 30, 2000 Class I

December 31,
1999
Through
September 30, 2000
Class II (a)

Year Ended
September 30, 1999

Year Ended
September 30, 1998

Eleven Months
Ended
September 30, 1997(b)


Net Asset Value, Beginning of Period

$20.92

$18.42

$16.76

$16.34

$10.00

Income From Investment Operations:
Net Investment Income (Loss)

0.13

0.10

0.19

0.03

(0.01)

Net Gains or Losses on Securities (both realized and unrealized)

4.32

2.88

4.73

0.56

6.35






Total From Investment Operations:

4.45

2.98

4.92

0.59

6.34

Less Distributions:
Dividends (from net investment income)

(0.20)

0.00

(0.05)

0

0

Distributions (from capital gains)

(3.72)

0.00

(0.71)

(0.17)

0






Total Distributions

(3.92)

0.00

(0.76)

(0.17)

0






Net Asset Value, End of Period

$21.45

$21.40

$20.92

$16.76

$16.34











Total Return

24.53%

21.57%*

30.07%

3.64%

69.16%*

Ratios/Supplemental Data:
Net Assets, End of Period ($million)

$1,772.0

$6.8

$1,638.9

$1,227.9

$514.2

Ratio of Expenses to Average Net Assets

1.17%

1.41%*

1.16%

1.22%

1.12%*

Ratio of Net Income (Loss) to Average Net Assets

0.76%

0.59%*

0.98%

.17%

(0.11)%*

Portfolio Turnover Rate

69%

69%

67%

56%

37%

*Data has been annualized.

(a) The date which Class II shares were first sold to the public was December 31, 1999.

(b) A move to a September 30th fiscal year end from an October 31st fiscal year end resulted in an eleven-month fiscal year in 1997.

The Oakmark Small Cap Fund

Financial Highlights

For a share outstanding throughout each period

Year Ended
September 30,
2000

Year Ended
September 30,
1999

Year Ended
September 30,
1998

Eleven Months
Ended
September 30,
1997(b)

Year Ended
October 31,
1996


Net Asset Value, Beginning of Period

$13.88

$12.63

$20.34

$13.19

$10.00

Income From Investment Operations:
Net Investment Income (Loss)

0.00

0.14

(0.12)

(0.01)

(0.02)

Net Gains or Losses on Securities (both realized and unrealized)

1.22

1.20

(4.73)

7.16

3.21






Total From Investment Operations:

1.22

1.34

(4.85)

7.15

3.19

Less Distributions:
Dividends (from net investment income)

0.00

0.00

0

0

0

Distributions (from capital gains)

0.00

(0.09)

(2.86)

0

0






Total Distributions

0.00

(0.09)

(2.86)

0

0






Net Asset Value, End of Period

$15.10

$13.88

$12.63

$20.34

$13.19











Total Return

8.79%

10.56%

(26.37)%

59.14%*

31.94%

Ratios/Supplemental Data:
Net Assets, End of Period ($million)

$248.7

$437.1

$618.0

$1,513.4

$218.4

Ratio of Expenses to Average Net Assets

1.50%(a)

1.48%

1.45%

1.37%*

1.61%

Ratio of Net Income (Loss) to Average Net Assets

(0.41)%(a)

(0.44)%

(0.40)%

(0.25)%*

(0.29)%

Portfolio Turnover Rate

28%

68%

34%

27%

23%

*Data has been annualized.

(a) If the Fund had paid all of its expenses and there had been no expense reimbursement by the Adviser, ratios would have been as follows:

September 30,
2000


Ratio of Expenses to Average Net Assets

1.59%

Ratio of Net Income (Loss) to Average Net Assets

(0.50)%

(b) A move to a September 30th fiscal year end from an October 31st fiscalyearend resulted in an eleven-month fiscal year in 1997.

The Oakmark Equity and Income Fund

Financial Highlights

For a share outstanding throughout each period

 

  Year Ended
September 30,
2000
Class I
July 13, 2000
through
September 30,
2000
Class II (a)
Year Ended
September 30,
1999
Year Ended
September 30,
1998
Eleven Months
Ended
September 30,
1997(c)
Year Ended
October 31,
1996

Net Asset Value, Beginning of Period $15.68 $15.51 $13.99 $14.49 $11.29 $10.00
Income From Investment Operations:            
Net Investment Income (Loss) 0.35 0.30 0.39 0.29 0.21 0.10
Net Gains or Losses on Securities
(both realized and unrealized)
2.28 0.68 1.72 0.04 3.24 1.19






Total From Investment Operations: 2.63 0.98 2.11 0.33 3.45 1.29
Less Distributions:            
Dividends (from net investment income) (0.45) 0.00 (0.21) (0.24) (0.12) 0
Distributions (from capital gains) (1.36) 0.00 (0.21) (0.59) (0.13) 0






Total Distributions (1.81) 0.00 (0.42) (0.83) (0.25) 0






Net Asset Value, End of Period $16.50 $16.49 $15.68 $13.99 $14.49 $11.29












Total Return 18.51% 30.34%* 15.32% 2.57% 34.01%* 12.91%
Ratios/Supplemental Data:            
Net Assets, End of Period ($million) $54.5 $ 0.4 $60.3 $57.7 $33.5 $13.8
Ratio of Expenses to Average Net Assets 1.24% 1.32%* 1.18% 1.31% 1.50%*(b) 2.50%(b)
Ratio of Net Investment Income (Loss) to Average Net Assets 3.04% 2.59%* 2.65% 2.39% 2.38%*(b) 1.21%(b)
Portfolio Turnover Rate 87% 87% 81% 46% 53% 66%
*
Data has been annualized.
(a) The date which Class II shares were first sold to the public was July 13, 2000.
(b) If the Fund had paid all of its expenses and there had been no expense reimbursement by the Adviser, ratios would have been as follows:
  September 30,
1997
October 31,
1996

Ratio of Expenses to Average Net Assets 1.70% 2.64%
Ratio of Net Income (Loss) to Average Net Assets 2.18% 1.08%
(c) A move to a September 30th fiscal year end from an October 31st fiscal year end resulted in an eleven-month fiscal year in 1997.

 

The Oakmark Global Fund

Financial Highlights

For a share outstanding throughout each period

  Year Ended
September 30, 2000
Period Ended
September 30, 1999(a)

Net Asset Value, Beginning of Period $9.18 $10.00
Income From Investment Operations:    
Net Investment Income (Loss) 0.11 0.01
Net Gains or Losses on Securities (both realized and unrealized) 1.63 (0.83)


Total From Investment Operations: 1.74 (0.82)
Less Distributions:    
Dividends (from net investment income) (0.01) 0.00
Distributions (from capital gains) 0.00 0.00


Total Distributions (0.01) 0.00


Net Asset Value, End of Period $10.91 $ 9.18




Total Return 18.97% (51.60%)*
Ratios/Supplemental Data:    
Net Assets, End of Period ($million) $27.2 $24.0
Ratio of Expenses to Average Net Assets 1.75%(b) 1.75%*(b)
Ratio of Net Investment Income (Loss) to Average Net Assets 0.54%(b) 0.98%*(b)
Portfolio Turnover Rate 147% 7%

*
Data has been annualized.
(a) The date which Fund shares were first offered for sale to the public was August 4, 1999.
(b) If the Fund had paid all of its expenses and there had been no expense reimbursement by the Adviser, ratios would have been as follows:
  September 30,
2000
September 30,
1999

Ratio of Expenses to Average Net Assets 1.96% 2.22%
Ratio of Net Income (Loss) to Average Net Assets 0.34% 0.51%

 

The Oakmark International Fund

Financial Highlights

For a share outstanding throughout each period

  Year Ended
September 30,
2000
Class I
November 4,
1999, through
September 30,
2000 Class II(a)
Year Ended
September 30,
1999
Year Ended
September 30,
1998
Eleven Months
Ended
September 30,
1997(c)
Year Ended October 31,
Period Ended
October 31,
1992(b)
1996 1995 1994 1993

Net Asset Value, Beginning of Period $13.95 $14.36 $10.42 $18.77 $14.92 $12.97 $14.50 $14.09 $9.80 $10.00
Income From Investment Operations:                    
Net Investment Income (Loss) 1.02 0.96 (0.34) 0.41 0.27 0.09 0.30 0.21 0.06 0.26
Net Gains or Losses on Securities (both realized and unrealized) 0.92 0.54 4.89 (5.32) 3.74 2.90 (0.77) 0.43 4.48 (0.46)










Total From Investment Operations: 1.94 1.50 4.55 (4.91) 4.01 2.99 (0.47) 0.64 4.54 (0.2)
Less Distributions:                    
Dividends (from net investment income) (0.49) (0.49) (0.24) (0.58) (0.16) 0 0 (0.08) (0.25) 0
Distributions (from capital gains) 0.00 0.00 (0.78) (2.86) 0 (1.04) (1.06) (0.15) 0 0










Total Distributions (0.49) (0.49) (1.02) (3.44) (0.16) (1.04) (1.06) (0.23) (0.25) 0










Net Asset Value, End of Period $15.40 $15.37 $ 13.95 $ 10.42 $18.77 $14.92 $ 12.97 $14.50 $14.09 $ 9.80




















Total Return 14.27% 11.77%* 46.41% (29.90)% 29.63%* 24.90% (3.06)% 4.62% 47.49% (22.81)%*
Ratios/Supplemental Data:                  
Net Assets, End of Period ($million) $782.4 $ 0.1 $811.1 $756.1 $1,647.3 $1,172.8 $819.7 $1,286.0 $815.4 $23.5
Ratio of Expenses to Average Net Assets 1.30% 1.50%* 1.29% 1.32% 1.26%* 1.32% 1.40% 1.37% 1.26% 2.04%*
Ratio of Net Investment Income (Loss) to Average Net Assets 1.87% 1.98%* 1.94% 1.95% 2.09%* 1.45% 1.40% 1.44% 1.55% 37.02%*
Portfolio Turnover Rate 64% 64% 54% 43% 61% 42% 26% 55%   21% 0%

*
Data has been annualized.
(a) The date which Class II shares were first sold to the public was November 4, 1999.
(b) The date which Fund shares were first offered for sale to the public was September 30, 1992.
(c) A move to a September 30th fiscal year end from an October 31st fiscal year end resulted in an eleven-month fiscal year in 1997.

 

The Oakmark International Small Cap Fund

Financial Highlights

For a share outstanding throughout each period

  Year Ended
September 30, 2000
Year Ended
September 30, 1999
Year Ended
September 30, 1998
Eleven Months
Ended
September 30, 1997(b)
Year Ended
October 31, 1996

Net Asset Value, Beginning of Period $12.64 $6.89 $12.20 $11.41 $10.00
Income From Investment Operations:          
Net Investment Income (Loss) 0.23 0.24 0.18 0.13 0.04
Net Gains or Losses on Securities (both realized and unrealized) (0.66) 5.71 (4.09) 1.10 1.37





Total From Investment Operations: (0.43) 5.95 (3.91) 1.23 1.41
Less Distributions:        
Dividends (from net investment income) (0.11) (0.20) (0.06) (0.08) 0
Distributions (from capital gains) (0.59) 0.00 (1.34) (0.36) 0





Total Distributions (0.70) (0.20) (1.40) (0.44) 0





Net Asset Value, End of Period $11.51 $12.64 $6.89 $12.20 $11.41










Total Return (3.44)% 88.02% (35.20)% 12.07%* 14.15%
Ratios/Supplemental Data:          
Net Assets, End of Period ($million) $90.3 $155.4 $51.8 $66.0 $39.8
Ratio of Expenses to Average Net Assets 1.76% 1.79% 1.96% 1.93%* 2.50%(a)
Ratio of Net Investment Income (Loss) to Average Net Assets 1.98% 2.31% 2.17% 1.23%* 0.65%(a)
Portfolio Turnover Rate 40% 126% 69% 63% 27%

*
Data has been annualized.  
(a) If the Fund had paid all of its expenses and there had been no expense reimbursement by the Adviser, ratios would have been as follows:
 

October 31,
1996


Ratio of Expenses to Average Net Assets 2.65%
Ratio of Net Income (Loss) to Average Net Assets 0.50%
(b) A move to a September 30th fiscal year end from an October 31st fiscal year end resulted in an eleven-month fiscal year in 1997.