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

Apply Online

Complete the entire application process online using our secure site. Apply online.

Apply by Mail

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.

Type of Investment
Investor
Advisor
Institutional
Directly with the Fund
$1,000
$100,000
$1,000,000
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
Through certain intermediaries (omnibus accounts)
No minimum
No minimum
No minimum
In certain retirement plans
No minimum
No minimum
No minimum

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