Gross Annual Operating
Expense Ratio: 1.49%
Net Annual Operating
Expense Ratio: 1.06%*
Minimum Investment: $2,500
It’s easy to start investing with The Jensen Funds. However, before opening your account, be sure to:
To invest with The Jensen Funds, you must be a U.S. citizen or resident alien, and you must reside in the United States and its territories or have a U.S. Military address. Shares of our mutual funds are offered for sale in the United States and its territories only.
The minimum initial investment for the different share classes are as follows:
The minimum subsequent investment amount is $100.
Even small amounts invested regularly can make a big difference over the long-term. Jensen’s Automatic Investment Program makes it easy to stay committed to your long-term goals. Here’s how it works:
It’s that simple! The amount you choose will be automatically deducted each month and deposited into your Jensen account.
To get started, complete our Automatic Investment Form (AIP)
Unfortunately, we cannot accept cash, cashier’s checks, travelers checks, money orders, credit cards, credit card checks, third-party checks (except for properly endorsed IRA rollover checks), starter checks or business checks for deposit in individual accounts. We can only accept purchases in U.S. dollars drawn on U.S. banks.
Whether you are saving for retirement, your child’s education or simply looking to diversify your investment portfolio, we can assist in meeting your goals. An overview of the accounts offered by Jensen Investment Managment is provided below: