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Jensen Quality Growth J (JENSX) Fund Ranking and Research

Ranking, Research and Recommendation of Jensen Quality Growth J (JENSX) Fund

    Last Trade: $40.56 on 8/29/2016, Change: +0.17 (0.42%)

 

Graph of Jensen Quality Growth J Fund (JENSX) ManagerFund Manager - Robert F. Zagunis

Fund Manager Information

Fund Manager Tenure: 23.7 years
Similar Funds: JENIX  JENRX 
Fund Family: Jensen
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)
Honorable Mentioning: Money Magazine (2011),

 

Graph of Jensen Quality Growth J Fund (JENSX) ProfileJensen Quality Growth J Fund (JENSX) Profile

Fund Profile and Description

Jensen Quality Growth J Fund seeks long-term capital appreciation. Jensen Quality Growth J Fund primarily invests in equity securities of approximately 20 to 30 companies. Generally, each company in which the Fund invests must have consistently achieved strong earnings and have a trend of increasing free cash flow over the prior ten years; be in excellent financial condition and be capable of sustaining outstanding business performance. The Fund may invest in securities when they are priced below their intrinsic values as determined by the adviser. It is non-diversified.

 

Jensen Quality Growth J (JENSX) Fund Strength What we like about Jensen Quality Growth J (JENSX) Fund

Data for Jensen Quality Growth J Fund (JENSX) as of May 30, 2016

  • Jensen Quality Growth J Fund (JENSX) management has been with Jensen Quality Growth J Fund for 23.7 years
  • Jensen Quality Growth J Fund (JENSX) has good short-term performance (1-year return 5.99% vs -1.74% Large Growth category median performance)
  • Jensen Quality Growth J Fund (JENSX) has good mid-term performance (3-year return 11.78% vs 10.74% Large Growth category median performance)
  • Jensen Quality Growth J Fund (JENSX) has good Long-term performance (5-year return 10.77% vs 10.14% Large Growth category median performance)
  • Jensen Quality Growth J Fund (JENSX) ratio of up-years vs down years is greater than 2
  • Jensen Quality Growth J Fund (JENSX) has a Morningstar rating of 4 and above
  • Asset base in Jensen Quality Growth J Fund (JENSX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Jensen Quality Growth J Fund (JENSX) has an annual stock turnover rate of 14.42% vs Large Growth average of 50.46%. It is good that Jensen Quality Growth J management does not trade extensively for its return.
  • Jensen Quality Growth J Fund (JENSX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.09, lower than category average of 12.75
  • Jensen Quality Growth J Fund (JENSX) has a lower expense ratio than its Large Growth average: 0.87% vs 1.17%

Jensen Quality Growth J Fund (JENSX) Weakness What we are cautious about Jensen Quality Growth J (JENSX) Fund

Data for Jensen Quality Growth J Fund (JENSX) as of May 30, 2016

  • Even though Jensen Quality Growth J Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Jensen Quality Growth J Fund (JENSX) performance details as of May 30, 2016

 

What do you think?

 

Compare Jensen Quality Growth J Fund (JENSX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Jensen Quality Growth J6.485.9911.7810.77
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Jensen Quality Growth J Fund (JENSX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Jensen Quality Growth J Fund (JENSX) Net Asset TrackingJensen Quality Growth J (JENSX) Fund Net Asset

Track net asset change of Jensen Quality Growth J fund (JENSX)

DateNet Asset
05/2016$5.14B
03/2016$5.00B
02/2016$4.62B
More historic net asset information on Jensen Quality Growth J Fund (JENSX)

  

Graph of Jensen Quality Growth J Fund (JENSX) Portfolio TrackingJensen Quality Growth J (JENSX) Fund Portfolio Allocation

Track portfolio allocation change of Jensen Quality Growth J fund (JENSX)

DateCashStockBondOther
03/20164.13%95.87%0%0%
12/20152.72%97.28%0%0%
09/20153.29%96.71%0%0%
Click here to see more historic asset allocation information on Jensen Quality Growth J Fund (JENSX)

 

graph of Jensen Quality Growth J Fund (JENSX) Top 10 Position TrackingTop 10 Holdings in Jensen Quality Growth J (JENSX) Fund

Discover what Jensen Quality Growth J Fund (JENSX) manager is buying

Mar 30, 2016
Pepsico, Inc. Common Stock [5.64%]
Becton, Dickinson and Company C [5.49%]
3M Company Common Stock [5.24%]
Johnson & Johnson Common Stock [5.22%]
Microsoft Corporation [5.12%]
Accenture plc Class A Ordinary [5.07%]
TJX Companies, Inc. (The) Commo [4.79%]
Praxair, Inc. Common Stock [4.72%]
United Technologies Corporation [4.7%]
Ecolab Inc. Common Stock [4.63%]

Dec 30, 2015
Becton, Dickinson and Company C [6.2%]
Pepsico, Inc. Common Stock [5.81%]
Microsoft Corporation [5.75%]
Accenture plc. Class A Ordinary [5.19%]
Johnson & Johnson Common Stock [5.08%]
TJX Companies, Inc. (The) Commo [5.04%]
Ecolab Inc. Common Stock [5.02%]
3M Company Common Stock [5.01%]
United Technologies Corporation [4.77%]
Praxair, Inc. Common Stock [4.47%]

Sep 29, 2015
Pepsico, Inc. Common Stock [5.7%]
Accenture plc. Class A Ordinary [5.57%]
Becton, Dickinson and Company C [5.55%]
TJX Companies, Inc. (The) Commo [5.28%]
Ecolab Inc. Common Stock [5%]
3M Company Common Stock [4.9%]
Microsoft Corporation [4.77%]
Praxair, Inc. Common Stock [4.62%]
United Technologies Corporation [4.59%]
Johnson & Johnson Common Stock [4.54%]
Click here for Stock Holding Change Map in Jensen Quality Growth J Fund (JENSX)

  

Latest News on Jensen Quality Growth J (JENSX) Fund

See what is happening with Jensen Quality Growth J Fund (JENSX)

 

Jensen Quality Growth J Fund (JENSX) Related ResourcesSee more information on Jensen Quality Growth J (JENSX) Fund

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