Investment Process


There is no assurance that the investment process will lead to successful investing or that the stated objective(s) will be met.

For more complete information about The Jensen Funds including investment objectives, risks, fees and expenses, please go to Prospectus, or call 800.992.4144. Read the prospectus carefully before you invest or send money.


Mutual fund investing involves risk. Principal loss is possible. The Fund invests in mid and smaller capitalization companies, which involve additional risks such as limited liquidity and greater volatility. The Fund may invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods.

The Russell 3000 Value index measures the performance of those Russell 3000 Index companies with lower price-to-book ratios and lower forecasted growth values. This index is unmanaged, and you cannot invest directly in an index.

Return on Equity (ROE): Is equal to a company's after-tax earnings (excluding non-recurring items) divided by its average stockholder equity for the year.

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