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

Go to HarrisAssoc.com Close

Who We Are
Strategies + Vehicles

PRIVATE WEALTH MANAGEMENT

Customized Wealth Management Services for Individuals, Families & Advisors

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

Learn more about Private Wealth Management

| Open an Account |
Account Login
Harris Associates

Who We Are
- Who We Are
- Our People
Our Funds
- Mutual Funds
- ETF
  - Oakmark U.S. Large Cap ETF
News + Insights
- Featured News
  Eliminating Ego and Finding Value: Alex Fitch on “A.U.M. by FinChat” podcast (05.06.25)
  Read Featured News
- All News + Insights
  - All
  - News
  - Insights
  - Commentary
Resources
- Investor Resources
Search

Who We Are
- Who We Are
- Our People
Our Funds
- Mutual Funds
- ETF
  - Oakmark U.S. Large Cap ETF
News + Insights
- All News + Insights
  - All
  - News
  - Insights
  - Commentary
Resources
- Investor Resources
Search

Search for:

Request Materials By Mail

First name*
Last name*
Address*
Street Address City State ZIP Code
Email
Enter Email Confirm Email
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
Goldman Sachs Financial Square Treasury Solutions Fund (Admin Shares) Summary Prospectus
Goldman Sachs Financial Square Treasury Solutions Fund (Admin Shares) Statutory Prospectus
Forms
Change of Registration 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
Quantity | Oakmark Fund Annual Report
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
Please indicate the quantity requested
Oakmark Select Fund Annual Report
Quantity | Oakmark Select Fund Annual Report
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
Please indicate the quantity requested
Oakmark Global Fund Annual Report
Quantity | Oakmark Global Fund Annual Report
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
Please indicate the quantity requested
Oakmark Global Select Fund Annual Report
Quantity | Oakmark Global Select Fund Annual Report
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
Please indicate the quantity requested
Oakmark International Fund Annual Report
Quantity | Oakmark International Fund Annual Report
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
Please indicate the quantity requested
Oakmark International Small Cap Fund Annual Report
Quantity | Oakmark International Small Cap Fund Annual Report
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
Please indicate the quantity requested
Oakmark Equity and Income Fund Annual Report
Quantity | Oakmark Equity and Income Fund Annual Report
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
Please indicate the quantity requested
Oakmark Bond Fund Annual Report
Quantity | Oakmark Bond Fund Annual Report
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
Please indicate the quantity requested
Goldman Sachs Financial Square Treasury Solutions Fund (Admin Shares) Annual Report
Semi-Annual Fund Reports
Oakmark Semi-Annual Report
Goldman Sachs Financial Square Treasury Solutions Fund (Admin Shares) Semi-Annual Report
Financial Statements and Other Fund Information (Annual Report)
Oakmark Funds Financial Statements and Other Fund Information (Annual Report)
Goldman Sachs Financial Square Treasury Solutions Fund (Admin Shares) Annual Financial Statements and Other Information (Annual Report)
Holdings Reports
Oakmark Funds 1Q Holdings
Oakmark Funds 3Q Holdings
Oakmark U.S. Large Cap ETF 1Q Holdings
SAIs and Booklets
Oakmark SAI
Oakmark U.S. Large Cap ETF SAI
Goldman Sachs Financial Square Treasury Solutions Fund (Admin Shares) SAI
Traditional IRA Booklet
Roth IRA Booklet
Coverdell Education Savings Account (ESA) Booklet
SIMPLE IRA Booklet
CAPTCHA

scroll

return to top

Get the Latest Insights

Sign Up

Contact Us
Careers
Media
Privacy Policy
Terms of Use
Proxy Voting Policy
Proxy Voting Records
Fraud and Phishing Warning

This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.

CUSIP identifiers have been provided by CUSIP Global Services, managed on behalf of the American Bankers Association by Standards and Poor’s Financial Services, LLC, and are not for use or dissemination in a manner that would serve as a substitute for any CUSIP service. The CUSIP Database, © 2023 American Bankers Association. “CUSIP” is a registered trademark of the American Bankers Association.

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

Semi-Annual Fund Reports

Financial Statements and Other Fund Information (Annual Report)

Holdings Reports

SAIs and Booklets