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Fund Intelligence | Best Managers | JENSX Insights | JENSX Score | JENSX Performance | JENSX Manager | JENSX News | JENSX Allocation | JENSX Holdings Change

Mutual Fund Insights: Jensen J Fund (JENSX)

In-depth Analysis of Jensen J Fund (JENSX)

Mutual fund chart: Jensen J Fund (JENSX)

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See Jensen J Fund (JENSX) performance details as of January 31, 2010

  

    Last Trade: $25.50 on 3/17/2010, Change: +0.17 (0.67%)
Experiment our closing price forecasting tool for Jensen J Fund (JENSX) (alpha release)

  

Fund Manager - Robert F. Zagunis

Fund Manager Tenure: 17.2 years   [Similar Funds: JENIX  JENRX ]
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)
Zagunis has been employed as vice president and has been a principal of Jensen Investment Management, Inc. since January 1993. Zagunis has over 25 years of experience in the financial industry. He was manager of the Portland business-banking group for The Bank of California from 1987 to 1993 and held several senior lending and management responsibilities in the Corporate Banking Division of First National Bank of Oregon spanning a decade.  Get more insights on Robert F. Zagunis

  

What we like about Jensen J Fund (JENSX) What we like about Jensen J Fund (JENSX)

Data for Jensen J Fund (JENSX) as of January 31, 2010

  • Jensen J Fund (JENSX) management has been with Jensen J Fund for 17.2 years
  • Jensen J Fund (JENSX) has good mid-term performance (3-year return -2.29% vs -5.20% Large Growth category average)
  • Jensen J Fund (JENSX) has good Long-term performance (5-year return 1.58% vs 0.87% Large Growth category average)
  • Jensen J Fund (JENSX) has a Morningstar rating of 4 and above
  • Jensen J Fund (JENSX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.52, lower than category average of 21.28
  • Jensen J Fund (JENSX) has a lower management fee than its Large Growth average: 0.96% vs 1.33%

  

What we are cautious about Jensen J Fund (JENSX) What we are cautious about Jensen J Fund (JENSX)

Data for Jensen J Fund (JENSX) as of January 31, 2010

  • Jensen J Fund is a focused fund with 41.94% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Jensen J Fund (JENSX) has a less-than-ideal short-term performance (1-year return 32.20% vs 35.76% Large Growth category average)
  • Jensen J Fund (JENSX) ratio of up-years vs down years can be improved
  • Even though Jensen J Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Jensen J Fund (JENSX) performance details as of January 31, 2010

  

  

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Jensen J Fund (JENSX) Net Asset

Track net asset change of Jensen J fund (JENSX)

DateNet Asset
01/2010$1.67B
11/2009$1.62B
10/2009$1.51B
More historic net asset information on Jensen J Fund (JENSX)

  

Jensen J Fund (JENSX) Portfolio Allocation

Track portfolio allocation change of Jensen J fund (JENSX)

DateCashStockBondOther
09/20091.83%98.17%0%0%
06/20091.78%98.22%0%0%
03/20090%100%0%0%
Click here to see more historic asset allocation information on Jensen J Fund (JENSX)

  

Most Recent Top 10 Holdings in Jensen J Fund (JENSX)

Discover what Jensen J Fund (JENSX) manager is buying

30-Sep-09
3M COMPANY [4.93%]
Microsoft Corporation [4.91%]
JOHNSON AND JOHNS DC [4.51%]
MEDTRONIC INC [4.27%]
PEPSICO INC [4.16%]
ABBOTT LABORATORIES [4%]
OMNICOM GP INC [3.91%]
Cognizant Technology Solutions [3.82%]
EMERSON ELEC CO [3.74%]
COLGATE PALMOLIVE [3.72%]

30-Jun-09
Microsoft Corporation [5.71%]
JOHNSON AND JOHNS DC [4.8%]
STRYKER CP [4.73%]
MEDTRONIC INC [4.62%]
3M COMPANY [4.58%]
PEPSICO INC [4.44%]
WATERS CP [4.3%]
ABBOTT LABORATORIES [4.04%]
COLGATE PALMOLIVE [3.94%]
Cognizant Technology Solutions [3.89%]

31-Mar-09
Microsoft Corporation [5.31%]
JOHNSON AND JOHNS DC [5.15%]
PEPSICO INC [4.67%]
ABBOTT LABORATORIES [4.6%]
STRYKER CP [4.55%]
EMERSON ELEC CO [4.47%]
PROCTER GAMBLE CO [4.44%]
MEDTRONIC INC [4.38%]
DANAHER CP [4.33%]
3M COMPANY [4.25%]
Click here for Stock Holding Change Map in Jensen J Fund (JENSX)

  

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