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> Money 70 - Funds for the Long Run
Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Please click here for current performance.
The Fund is non-diversified, meaning that it may concentrate its assets in fewer individual holdings than a diversified fund, and is therefore more exposed to individual stock volatility than a diversified fund.
Please click here for a current fund prospectus.
While the fund is no-load, management fees and other expenses still apply. Please refer to the prospectus for further details.
References to mutual funds other than The Jensen Portfolio should not be interpreted as an offer of these securities.
The information provided herein represents the opinions of Penelope Wang and Walter Updegrave and is not intended to be a forecast of future events, a guarantee of future results, nor investment advice.
Please click here for current fund holdings. Fund holdings are subject to change at any time and should not be considered a recommendation to buy or sell any security.
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