Harris | Oakmark Celebrates Five-Year Milestone of the Oakmark Bond Fund

CHICAGO, June 10, 2025 ~ Harris Associates L.P., a subsidiary of Natixis Investment Managers and adviser to the Oakmark Funds, recently announced the 5-year anniversary of the Oakmark Bond Fund (OANCX). The fund reached this significant milestone on June 10, 2025, with a total net asset value of $195 million as of March 31, 2025.

The Oakmark Bond Fund was launched in 2020 as Harris Associates' first dedicated fixed income product. The fund is managed by Adam Abbas, Head of Fixed Income and Portfolio Manager, and Colin Hudson, CFA, Partner and Portfolio Manager. According to Mr. Abbas, the goal of the fund was to extend Oakmark's investment philosophy into the fixed income market. He also stated that the strong performance of the fund after five years is a testament to Harris | Oakmark's long-term approach to investing based on intrinsic value.

The investment strategy for OANCX follows a bottom-up, value-focused approach. It aims to provide a diversified and opportunistic approach to core plus fixed income allocation. The team conducts in-depth analysis of companies' capital allocation and cash flow to identify value opportunities within credit. They also consider valuation attractiveness across all fixed income sectors and look for management teams, security types, and vehicle structures that can navigate various macroeconomic scenarios while absorbing volatility.

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As of May 31, 2025, the Oakmark Bond Fund (Institutional Share Class) received a 5-Star Overall Morningstar Rating™ out of 540 funds in the Morningstar Intermediate Core-Plus Bond category. This rating is based on risk-adjusted returns and reflects the fund's strong performance compared to its peers.

Investing in OANCX involves risk, and there is no guarantee that its investment objective will be achieved. However, with its consistent performance over the past five years, it has proven to be a reliable option for investors seeking a value-focused fixed income allocation.

To learn more about the Oakmark Bond Fund, interested individuals can visit the fund's website. It is essential to note that the Morningstar star rating for OANCX may differ for other share classes of the fund, as they may have different performance characteristics. The Institutional Share Class also received a 5-Star Morningstar Rating for its 3-year performance out of 540 funds in the Intermediate Core-Plus Bond category.

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