Complete the entire application process online using our secure site.
Download an application or request materials by mail.
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.
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.