Mutual Fund Tax Center
Helpful information about distributions, specific news about Oakmark distributions, and tax forms for the current year.
Shareholder Forms
All of the forms to help you open and manage your account.
My Account
Shareholders can access account balances, perform transactions, and
manage account options, such as change of address, on-line.
We encourage you to set up your User ID/Password
and access your account on-line today.
Contact Us
Oakmark's mailing and overnight addresses, important phone numbers, and e-mail address to help you get in touch with us.
Business Continuity
Harris Associates Securities L.P. maintains a business continuity plan designed to respond reasonably and effectively
to events of varying scope. Plans define critical functions, staff assignments, alternate work locations, resource requirements,
vital records, and assets related to restoring business operations with minimal impact. Plans are continually reviewed and
amended as necessary to ensure that documented information is current and recovery strategies support our operations.
