Jensen Quality Growth Fund;J

NAS: JENSX

GO
/zigman2/quotes/200918620/realtime

$

53.52

Change

-0.09 -0.17%

Aug 6, 2020

YTD return

4.16%

5 yr avg return

13.59%

Total net assets

2.49B

52 week low

52 week high

$36.85

$55.00

Yield

1.04%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.84%

12 b-1

0.25%

Turnover

23.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.14

Dividend freq.

Quarterly

Capital gain (2019)

3.67

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.24

Beta

0.87

Standard deviation

4.39

R. squared

0.96

Min. Investment

Standard (taxable)

2500

IRA

n/a

Compare:
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  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
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/news/latest/company/us/jensx

MarketWatch News on JENSX

  1. The Five Best Mutual Funds to Own Now

    8:38 p.m. April 7, 2020

    - Barron's Online

  2. Jensen Quality Growth Fund Gears Up

    3:12 a.m. Jan. 21, 2017

    - Barron's Online

  3. The Top 200 Sustainable Mutual Funds

    1:28 p.m. Oct. 13, 2016

    - Barron's Online

  4. How to buy low and sell really high in the stock market

    8:28 a.m. Sept. 24, 2016

    - Philip van Doorn

  5. How this stock fund routinely beats the S&P 500

    9:43 a.m. Aug. 31, 2016

    - Philip van Doorn

  6. Franklin fund manager loads up on banks as profits rise

    4:32 p.m. Aug. 26, 2016

    - Philip van Doorn

  7. Today’s Top 5 Stock Picks: Fund Beating 99% of Peers

    6:06 a.m. July 20, 2016

    - Barron's Online

  8. Fund Risks and How to Avoid Them

    12:53 a.m. March 19, 2016

    - Barron's Online

  9. This is how a mutual fund can beat an index fund

    4:58 p.m. Aug. 5, 2015

    - Philip van Doorn

  10. Today’s Top 5 Stock Picks: Rock-Solid, Nice Yields

    8:35 a.m. April 17, 2015

    - Barron's Online

  11. A Picky Fund Manager's Top Picks

    1:13 p.m. April 10, 2013

    - Barron's Online

  12. Biggest dividend-paying stocks are still the best

    12:01 a.m. Aug. 10, 2012

    - Rachel Koning Beals

  13. Let Buffett’s ‘moat’ protect your portfolio

    12:01 a.m. Aug. 6, 2012

    - Jonathan Burton

  14. Looking for "Quality Growth" Stocks

    11:43 a.m. Feb. 29, 2012

    - Barron's Online

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Lipper Leader

Total Return: 5 Consistent Return: 5 Preservation: 5 Tax Efficiency: 3 Expense: 3

YTD Lipper Ranking: Quintile 2 (37th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 4.16% 2.46% 4.20% 37% 2
1yr 18.24% 16.20% 19.30% 41% 3
3yr 13.99% 10.75% 12.50% 10% 1
5yr 13.59% 10.05% 11.90% 2% 1
10yr 13.43% 12.18% 13.8% 22% 2

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$42,646

Fund Comparison

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Fund Details

Category

Large-Cap Core Funds

Fund family

n/a

Fund status

Open

Fund inception

August 3, 1992

Manager

Team Managed

Investment Policy

The Fund seeks long-term capital appreciation by investing in companies that have achieved high returns on equity for the past ten years, are in excellent financial condition, and are capable of sustaining demonstrated competitive advantages.

/news/nonmarketwatch/company/us/jensx

Other News on JENSX

  1. 3 Mutual Fund Misfires to Avoid - February 27, 2020

    9:52 a.m. Feb. 27, 2020

    - Zacks.com

  2. Mutual Fund Misfires of the Market - November 20, 2019

    9:26 a.m. Nov. 20, 2019

    - Zacks.com

  3. Five Ways to Safeguard a Portfolio During a Downturn

    12:22 p.m. Nov. 18, 2019

    - The Wall Street Journal Interactive Edition

  4. Focus on Jensen Quality Growth J Fund (JENSX)

    10:15 a.m. Feb. 10, 2017

    - Zacks.com

  5. Jensen Quality Growth Fund 2Q16 Commentary

    9:50 a.m. July 25, 2016

    - Seeking Alpha

  6. For Investors, Fewer Places to Hide

    3:34 p.m. July 5, 2016

    - The Wall Street Journal Interactive Edition

  7. Mutual Funds Meet March Madness

    6:06 p.m. Feb. 7, 2013

    - The Wall Street Journal Interactive Edition

  8. Buy and Hold and Hold...

    5:02 p.m. Aug. 7, 2011

    - The Wall Street Journal Interactive Edition

  9. Betting on Unpopular Funds

    12:17 a.m. Dec. 6, 2010

    - The Wall Street Journal Interactive Edition

  10. Lessons From the Crash

    4:15 p.m. Oct. 22, 2008

    - The Wall Street Journal Interactive Edition

  11. A Fashion Shift in Mutual Funds

    1:01 a.m. Nov. 10, 2006

    - The Wall Street Journal Interactive Edition

  12. MarketWatch Weekend Investor

    1:01 a.m. Feb. 4, 2006

    - The Wall Street Journal Interactive Edition

  13. Mutual-Fund Manager Seeks Staying Power

    1:01 a.m. Jan. 4, 2006

    - The Wall Street Journal Interactive Edition

  14. Pfizer Restructures, Plans Cost Cuts

    11:59 p.m. April 6, 2005

    - The Wall Street Journal Interactive Edition

  15. 401(k) Fees Get a Look

    12:01 a.m. July 9, 2004

    - The Wall Street Journal Interactive Edition

  16. Growth-Fund Picks: Think Big

    12:01 a.m. Sept. 8, 2002

    - The Wall Street Journal Interactive Edition

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