Harris Associates (Oakmark Funds)
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Overview
Tagline Brand's website · 2026-10-04
Active share investment strategy (high active share values cited for all funds), value-oriented approach to investing in undervalued companies, and management by named, experienced portfolio managers.
Description Brand's website · 2026-10-04
Harris Associates is an investment management firm that offers a suite of actively managed mutual funds under the 'Oakmark Funds' brand. These funds aim for long-term capital appreciation, and in some cases, current income and capital preservation, by investing in a diversified portfolio of U.S. and non-U.S. equities and fixed-income securities across various market capitalizations.
Offerings
Core capabilities Brand's website · 2026-10-04
- Actively managed mutual funds (e.g.
- Oakmark Fund
- Oakmark Select
- Oakmark Global
- Oakmark International
- Oakmark Equity and Income) covering various equity and balanced strategies.
Pricing Brand's website · 2026-10-04
Expense ratios (Gross and Net) are charged annually as a percentage of assets under management for each fund.
Audience
Target industry Brand's website · 2026-10-04
Individual and institutional investors seeking long-term capital appreciation, diversification, and/or current income through actively managed portfolios across U.S. and international markets.
Landscape
Competitors Brand's website · 2026-10-04
- T. Rowe Price
- Fidelity Investments
- Vanguard
- American Funds (Capital Group)
- Dodge & Cox
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Claim Harris Associates (Oakmark Funds) — free →Page last updated 2026-10-17.