For more information about the Oakmark Funds, to request an interview or if you have any other media requests, please contact:
Senior Investor Communications Specialist
The Oakmark Funds, their respective inception dates and assets under management as of the latest quarter end:
|Oakmark Fund||08/05/1991 (Investor Class)||$16.9 billion|
|Oakmark Select Fund||11/01/1996 (Investor Class)||$5.3 billion|
|Oakmark Global Fund||08/04/1999 (Investor Class)||$1.2 billion|
|Oakmark Global Select Fund||10/02/2006 (Investor Class)||$1.1 billion|
|Oakmark International Fund||09/30/1992 (Investor Class)||$19.3 billion|
|Oakmark International Small Cap Fund||11/01/1995 (Investor Class)||$1.3 billion|
|Oakmark Equity and Income Fund||11/01/1995 (Investor Class)||$6.0 billion|
|Oakmark Bond Fund||06/10/2020 (Institutional Class)||$0.1 billion|
|Total Oakmark AUM (09/30/2023)||$51 billion|
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Oakmark Funds 1-800-OAKMARK (625-6275) or 617-483-8327
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