Oakmark Fund

HARRIS ASSOCIATES INVESTMENT TRUST · Series S000002758 · 4 share classes

Equity fund · 96% stocks
One fund, 4 share classes:OAKMXOAYMXOANMXOAZMX
$24.44B NAV
62 positions · as of 2026-03-31 · filed 2026-05-28
data updated 2026-08-10

Fund profile

As filed in the prospectus · 2026 Q1

Oakmark Fund seeks long-term capital appreciation.

Strategy · summarised

The fund invests in a diversified portfolio of large-cap U.S. stocks selected through bottom-up fundamental analysis, seeking companies trading at significant discounts to the adviser's estimate of intrinsic value while demonstrating predictable earnings growth and management alignment with shareholders. The fund typically holds thirty to sixty stocks, concentrating its assets in its highest-conviction ideas, which means a higher percentage of assets may be invested in particular sectors or industries at times. Because performance depends on the adviser's estimates of intrinsic value and the selection of individual securities, results may diverge materially from broad market returns.

Expenses
0.61% 0.89%across 4 share classes
Share classExpense ratio
OAKMX0.89%
OAYMX0.70%
OANMX0.67%
OAZMX0.61%

Portfolio turnover 63.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

99.95%
of net assets
Stocks95.87%
Cash & short-term4.07%

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

vs 2025Q4: 8 new6 exited

New: Fixed Income Clearing Corp., NFLX, ROP, MRSH, RJF, ADBE, Accenture PLC, SYF

Exited: Fixed Income Clearing Corp, DE, APA, BAX, CE, Options Clearing Corp.

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

Share class1-year3-year5-yearVolWorst fall
Cumulative return· Apr 2023 – Feb 2026

Mar 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Fixed Income Clearing Corp.4.07%$995.34M
Targa Resources CorpTRGP3.37%$822.90M
ConocoPhillipsCOP3.31%$808.32M
Intercontinental Exchange IncICE2.73%$666.74M
Merck & Co IncMRK2.69%$657.63M
Corteva IncCTVA2.65%$647.81M
Airbnb IncABNB2.62%$641.50M
Salesforce IncCRM2.55%$622.92M
Phillips 66PSX2.43%$593.43M
Willis Towers Watson PLC2.42%$592.45M
Showing 10 of 62Sign in to see more

Top 10 positions are 28.84% of net assets, top 25 61.06%, across 61 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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