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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, ©2011 American Bankers Association. "CUSIP" is a registered trademark of the American Bankers Association.

Investing in value stocks presents the risk that value stocks may fall out of favor with investors and underperform growth stocks during given periods.

Before investing in any Oakmark Fund, you should carefully consider the Fund's investment objectives, risks, management fees and other expenses. This and other important information is contained in a Fund's prospectus and summary prospectus. Please read the prospectus and summary prospectus carefully before investing. For more information, please call 1-800-OAKMARK (625-6275).

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.

© 2024, Harris Associates Securities L.P., Distributor, Member FINRA
Date of first use: January 2015.

Log In Help

EXISTING USER- LOGIN FORGOT USERNAME

FORGOT USERNAME

If you forgot your Username, please click Forgot Username below the Username field and follow the instructions on the Account Access: Forgot Username page.

ACCOUNT NUMBER

Please enter your account number exactly as it is displayed on your Account Statement.

PASSWORD

Please call us at 1-800-OAKMARK (625-6275). Our Investor Service Representatives are available Monday to Friday, 8 am to 6 pm Eastern Time.

SECURITY INFORMATION

Answer the security challenge and click Continue.

Entry of correct security information will return your Username.

Clicking Continue will redirect you to the Login page where you can log in to your account.

EXISTING USER- ACCOUNT LOCKED SECURITY INFORMATION

Why did I get the 'Your Account has been Locked' screen? This means that you entered incorrect security information. For your security your account has been locked. Please call us at 1-800-OAKMARK (625-6275). Our Investor Service Representatives are available Monday to Friday, 8 am to 6 pm Eastern Time.

EXISTING USER- INVALID PASSWORD

Why did I get the 'Invalid Password' Message? This means the password entered does not match the information we have on file. You will have three attempts to enter the correct password before your account is locked. If your account is locked, you will have the opportunity to establish a new password by clicking UNLOCK and following the onscreen prompts. After entering security information, you will need to provide your Username, your SSN or TIN and your Account Number. Please call us at 1-800-OAKMARK (625-6275). Our Investor Service Representatives are available Monday to Friday, 8 am to 6 pm Eastern Time.

EXISTING USER- UNLOCK ACCOUNT

Why did I get the 'Your Account has been Locked' Message? This message is displayed when the information entered does not match what is on file. For your security your account has been locked. Click UNLOCK and follow the steps to unlock your account. Please call us at 1-800-OAKMARK (625-6275). Our Investor Service Representatives are available Monday to Friday, 8 am to 6 pm Eastern Time.

EXISTING USER- WE ARE UNABLE TO VERIFY YOUR INFORMATION

Why did I get the 'We are unable to verify your information' Message? This message is displayed when the information entered does not match what is on file. For your security your account has been locked. Please call us at 1-800-OAKMARK (625-6275). Our Investor Service Representatives are available Monday to Friday, 8 am to 6 pm Eastern Time.

EXISTING USER- FORGOT/RESET PASSWORD

FORGOT/RESET PASSWORD

If you forgot your password, please click Forgot/Reset Password below the password field and follow the instructions on the Account Access: Forgot/Reset Password page.

ACCOUNT NUMBER

Please enter your Account Number exactly as it is displayed on your Account Statement.

PASSWORD

This is the new password you will use each time you access your Oakmark Funds account online. Passwords must be 10-20 characters long and contain at least 1 number(s), 1 uppercase letter(s) and 1 lowercase letter(s) and 1 special character(s) (@,#,$, etc.).

Enter a password into the New Password field. Reenter the same password into the Verify New Password field.

A green check mark next to the password fields indicates a valid password.

Why is there a red X next to my New Password? You will see a red X next to the New Password field until your password meets all requirements.

Why is there a red X next to the Verify New Password field? You will see a red X next to the Verify New Password field until it exactly matches your new password.

When your new password setup and verification is complete, click Continue located at the bottom right of the page.