3 days ago · The Oakmark Funds redefines value investing with their sterling reputation, deep and loyal commitment, and a unique philosophy.

Oakmark International invests in a diversified portfolio of common stocks of non-U.S. companies. The Fund generally focuses on mid- and large-cap companies, though small-cap companies are also …

Aug 5, 1991 · For Oakmark Equity and Income Fund, beta is measured against the S&P 500 Index. The beta presented is since the inception of each Fund with the exception of The Oakmark International …

Dec 3, 2024 · Current performance may be lower or higher than the performance data quoted. Total return includes change in share prices and, in each case, includes reinvestment of dividends and …

Dec 31, 2025 · The Oakmark Fund is launched, marking the start of the Oakmark family of funds. The Oakmark International Fund is introduced, beginning our expansion beyond U.S. equities.

Aug 4, 1999 · Oakmark Global invests primarily in a diversified portfolio of common stocks of U.S. and non-U.S. companies. The Fund’s all-cap mandate allows investment across the market-cap spectrum.

Oakmark will periodically examine shareholder Fund accounts held directly to determine eligibility for conversion. If you are eligible and want to exchange today, please call us at 1-800-OAKMARK (625 …

Contact The Oakmark Funds today to help you get the answers and additional information you need about investment fund management.

Sep 30, 1992 · Oakmark International invests in a diversified portfolio of common stocks of non-U.S. companies. The Fund generally focuses on mid- and large-cap companies, though small-cap …

Nov 1, 1996 · Oakmark Select is a non-diversified fund (about 20 stocks) that seeks long-term capital appreciation by generally investing in mid- and large-cap U.S. companies.