|Managed the Fund Since||Joined the Firm||Began Investment Career|
Low-volatility diversified stock fund using an actively managed portfolio of written index call options and purchased index put options to reduce risk.
Opportunistic, value-oriented fixed income portfolio actively managed by Elaine Stokes, Matt Eagan and Brian Kennedy.
An actively managed international growth fund built on a strong bottom-up fundamental research framework.
- 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.
- Concentration Risk:
- Concentrated investments in a particular industry may be more vulnerable to adverse changes in that industry or the market as a whole.
- 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.
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, L.P. 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.