Performance & Distributions
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Sales & Support
For Financial Professionals
For Individual Investors:
- Equity Securities Risk:
- Equity securities are volatile and can decline significantly in response to broad market and economic conditions.
- Value Investing Risk:
- Value investing carries the risk that a security can continue to be undervalued by the market for long periods of time.
- Foreign Securities Risk:
- Foreign securities may involve heightened risk due to currency fluctuations. Additionally, they may be subject to greater political, economic, environmental, credit, and information risks. Foreign securities may be subject to higher volatility than US securities, due to varying degrees of regulation and limited liquidity.
- Concentration Risk:
- Concentrated investments in a particular industry may be more vulnerable to adverse changes in that industry or the market as a whole.
- Fixed Income Securities Risk:
- Fixed income securities may carry one or more of the following risks: credit, interest rate (as interest rates rise bond prices usually fall), inflation and liquidity.
- Below Investment Grade Securities Risk:
- Below investment grade fixed income securities may be subject to greater risks (including the risk of default) than other fixed income securities.
Before investing, consider the fund's investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus containing this and other information. Read it carefully.
Natixis Distribution, LLC is a marketing agent for the Oakmark Funds, a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.