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Oakmark adding share classes

joe74
edited December 2016 in Fund Discussions
Oakmark is adding advisor and institutional share classes for all of its funds. Advisor minimum is $100k, and institutional minimum is $1M.

"We anticipate that the expense ratio for each Fund’s Advisor and Institutional classes will be less than the current Investor class (Class I)."

http://www.oakmark.com/News/Oakmark-Funds-Add-Two-New-Share-Classes.htm

Comments

  • sfnative
    In light of the fact that OERs for all Oakmark funds increased from 2015 to 2016, while AUM dropped, one can understand the rationale underlying this change.
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