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

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.

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 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
$1,000
$100,000
$1,000,000
$2,000,000
In certain retirement plans
No minimum
No minimum
No minimum
No minimum
Directly with the Fund in a Coverdell Education Savings Account (CESA) or with an automatic investment plan or payroll deduction plan
$500
$100,000
$1,000,000
$2,000,000

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