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Steps to open a Regular account through the mail

1. Read the Prospectus
The prospectus is available to read online in HTML or to download as a PDF. You may also request a printed hard copy to be sent by U.S. Mail.

For help in choosing the right Oakmark fund for you, refer to the Funds Overview.

2. Print and Complete the Account Application
New Account Registration Form To open a new (non-IRA) account.
Education Savings Account To set up an Education Savings Account to save for a child's college education.

Additional forms, such as to transfer retirement assets, are available.

3. Send the Application to Us if Investing through the Mail
Mail your completed and signed application and check to:

The Oakmark Funds
P.O. Box 219558
Kansas City, MO 64121-9558

Please Note:
If you are applying for the Automatic Investment Plan, you must also send a check marked "void" or a deposit slip from your bank account.

print these instructions

Please note that we do not accept cash, drafts, starter checks, third party checks, or checks drawn on banks outside the United States. To find out how to open an account with Oakmark using a payment method other than a personal check, please see the How To... section, read the prospectus or, call 1-800-OAKMARK.

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Privacy Policy and Terms of Use for using this site.

For more information on The Oakmark Funds, including a prospectus which explains management fees and expenses and the special risks of investing in the Funds, please call 1-800-OAKMARK. Click here to view the prospectus on-line. Please read it carefully before investing. An investor should consider a fund’s investment objectives, risks, and charges and expenses carefully before investing. This and other information about the Funds are contained in the Funds' prospectus.

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.

Copyright 2008, Harris Associates Securities L.P., Distributor, Member FINRA.