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Fund Spy

Change and Continuity at Oakmark International

Its doors have reopened and a manager is leaving, but the key leader remains in charge.

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Volatility in the global financial markets and a broad-based flight from actively managed funds have had a widespread impact. The latest result: The reopening of three Oakmark funds to all investors.  

On July 29, Harris Associates, the advisor to Oakmark Funds, announced that  Oakmark International (OAKIX),  Oakmark International Small Cap (OAKEX), and  Oakmark Global (OAKGX) reopened to everyone. All three funds had been open to existing shareholders and those willing to buy directly from the firm but not to financial intermediaries.

Gregg Wolper does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.