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.

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111 South Wacker Drive, Suite 4600
Chicago, Illinois 60606
312-646-3600

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Since 1976, Harris Associates has provided tailored investment solutions for wealthy individuals and families.

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New Shareholder Packet
Regular Account
(Application and summary prospectuses)
Legal Entity Account
(Application and summary prospectuses)
IRA Account
(IRA booklet, IRA application, transfer of assets form and summary prospectuses)
Coverdell Education Savings (ESA) Account
(Education Savings Account booklet, Education Savings Account application, transfer of assets form and summary prospectuses)
SIMPLE IRA Account
(SIMPLE IRA booklet, IRA application, transfer of assets form and summary prospectuses)
Prospectus
Oakmark Summary Prospectus
Oakmark Select Summary Prospectus
Oakmark Global Summary Prospectus
Oakmark Global Select Summary Prospectus
Oakmark International Summary Prospectus
Oakmark International Small Cap Summary Prospectus
Oakmark Equity and Income Summary Prospectus
Oakmark Bond Summary Prospectus
Oakmark Statutory Prospectus
Oakmark U.S. Large Cap ETF Summary Prospectus
Oakmark U.S. Large Cap ETF Statutory Prospectus
Oakmark Units Financial Square Treasury Solutions Fund Summary Prospectus
Oakmark Units Financial Square Treasury Solutions Fund Statutory Prospectus
Forms
Change of Registration Form
Checkwriting Signature Form
Durable Power of Attorney (POA) Form
Form W-9
IRA Distribution Form
IRA Required Minimum Distribution (RMD) Form
IRA & ESA Transfer of Assets Form
IRA/ESA Beneficiary Designation Form
Legal Entity Maintenance Form
Letter of Instruction
Payroll Deduction Form
Redemption Request Form
Roth Conversion Form
Shareholder Services Form (Make changes to your account)
Transfer on Death (TOD) Form
Annual Fund Reports
Oakmark Fund Annual Report
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Oakmark Select Fund Annual Report
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Oakmark Global Fund Annual Report
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Oakmark Global Select Fund Annual Report
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Oakmark International Fund Annual Report
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Oakmark International Small Cap Fund Annual Report
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Oakmark Equity and Income Fund Annual Report
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Oakmark Bond Fund Annual Report
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Financial statements and Other Fund Information (Annual Report)
Financial statements and Other Fund Information (Annual Report)
Semi-Annual Fund Reports
Oakmark Fund Semi-Annual Report
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Oakmark Select Fund Semi-Annual Report
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Oakmark Global Fund Semi-Annual Report
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Oakmark Global Select Fund Semi-Annual Report
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Oakmark International Fund Semi-Annual Report
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Oakmark International Small Cap Fund Semi-Annual Report
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Oakmark Equity and Income Fund Semi-Annual Report
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Oakmark Bond Fund Semi-Annual Report
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SAIs and Booklets
Oakmark SAI
Oakmark U.S. Large Cap ETF SAI
IRA Booklet
Coverdell Education Savings Account (ESA) Booklet
SIMPLE IRA Booklet
Oakmark Units Financial Square Treasury Solutions Fund Annual Report
Oakmark Units Financial Square Treasury Solutions Fund Semi-Annual Report
Oakmark Units Financial Square Treasury Solutions Fund SAI
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Before investing, carefully consider fund investment objectives, risks, charges and other expenses. For this and other important information that should be read carefully, please request a prospectus and summary prospectus by calling 1-800-OAKMARK (625-6275) (mutual funds) or 1-800-458-7452 (ETF) or click here.

OAKMARK, OAKMARK FUNDS, OAKMARK INTERNATIONAL, and OAKMARK and tree design are trademarks owned or registered by Harris Associates L.P. in the U.S. and/or other countries.

Request Materials By Mail

New Shareholder Packet

Prospectus

Forms

Annual Fund Reports

Financial statements and Other Fund Information (Annual Report)

Semi-Annual Fund Reports

SAIs and Booklets