The Oakmark Funds are advised by Harris Associates L.P. an autonomous subsidiary of Natixis Investment Managers, L.P.

Learn more about the principles and philosophy behind our funds at HarrisAssoc.com.

Harris Associates

111 South Wacker Drive, Suite 4600
Chicago, Illinois 60606
312-646-3600

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PRIVATE WEALTH MANAGEMENT

Customized Wealth Management Services for Individuals, Families & Advisors

Since 1976, Harris Associates has provided tailored investment solutions for wealthy individuals and families.

Learn more about Private Wealth Management

Ways to invest

Complete the entire application process online using our secure site.

 

Download an application or request materials by mail.

 

Invest with a Financial Intermediary

The Oakmark Funds are also available with various financial intermediaries (such as broker-dealers or banks). Inquire directly with the financial intermediary of your choice regarding the Oakmark Funds’ availability and account fees.

Need help? Call 1-800-Oakmark

Investment Minimums

The Funds’ initial investment minimums generally are set forth in the table below. Once your account is open, subsequent investments may be made in any amount. Intermediaries may impose their own their own minimum investment requirements.

Where You Invest
Investor
Advisor
Institutional
R6
Through certain intermediaries held in omnibus accounts
No minimum
No minimum
No minimum
No minimum
Through all other platforms, including directly with the Fund or through intermediaries not held in omnibus accounts
No minimum
$100,000
$250,000
$1,000,000
In certain retirement plans
No minimum
No minimum
No minimum
No minimum
Intermediaries may impose their own minimum investment requirements.

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