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Investor Communications Specialist
The Oakmark Funds, their respective inception dates and assets under management as of the latest quarter end:
|Fund||Inception (Investor Class)||AUM|
|Oakmark Fund||08/05/1991||$11.3 billion|
|Oakmark Select Fund||11/01/1996||$3.4 billion|
|Oakmark Equity and Income Fund||11/01/1995||$7.5 billion|
|Oakmark Global Fund||08/04/1999||$1.2 billion|
|Oakmark Global Select Fund||10/02/2006||$1.3 billion|
|Oakmark International Fund||09/30/1992||$21.7 billion|
|Oakmark International Small Cap Fund||11/01/1995||$1.2 billion|
|Total Oakmark AUM (09/30/2020)||$47.5 billion|
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