How To Invest

It's easy to open a Jensen Fund account.

Just print out an application and mail it in or request that an investment kit be sent to you.

Before You Begin

  1. Read the prospectuses for The Jensen Portfolio and/or The Jensen Value Fund carefully. The prospectuses contain complete information about The Jensen Funds, including risks, fees and expenses. 
  2. Review the Types of Accounts we offer Types of Investment Accounts for Jensen Investment
  3. See the Checklist of information you will need to apply Checklist for Jensen Investment

If you have any questions or need help, please call our shareholder service representatives at 800.992.4144, Monday through Friday between 8 a.m. and 7 p.m. central time.

To obtain a Prospectus, Annual Report, Semi-Annual Report or additional fund literature by mail, please call Shareholder Services at 1-800-992-4144.


The Prospectus contains information about The Jensen Funds, including risks, fees, & expenses. Please read it carefully before you invest or send money.


Please note that The Jensen Funds referred to on this website are offered and sold only to United States residents, and the information on this web site is intended only for such people. The Jensen Funds are not offered for sale in countries other than the United States and its territories. This website should not be considered a solicitation to buy or an offer to sell shares of the The Jensen Funds in any jurisdiction where it would be unlawful under the securities law of that jurisdiction.

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