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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: $35.09 on 2/12/2016, Change: +0.64 (1.86%)

 

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

Fund Manager Information

Fund Manager Tenure: 23.1 years
Similar Funds: JENIX  JENRX 
Fund Family: Jensen
Fund Category: Large Growth
Fund Performance: Jan 30, 2016
Fundmojo Fund Grade: A (Score: 0.76)     (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 Jan 30, 2016

  • Jensen Quality Growth J Fund (JENSX) management has been with Jensen Quality Growth J Fund for 23.1 years
  • Jensen Quality Growth J Fund (JENSX) has good short-term performance (1-year return 3.10% vs -1.68% Large Growth category median performance)
  • Jensen Quality Growth J Fund (JENSX) has good mid-term performance (3-year return 11.72% vs 10.92% Large Growth category median performance)
  • Jensen Quality Growth J Fund (JENSX) has good Long-term performance (5-year return 10.52% vs 9.81% 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
  • Jensen Quality Growth J Fund (JENSX) has an annual stock turnover rate of 14.42% vs Large Growth average of 50.73%. 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 10.53, lower than category average of 11.58
  • Jensen Quality Growth J Fund (JENSX) has a lower expense ratio than its Large Growth average: 0.87% vs 1.18%

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 Jan 30, 2016

  • Even though Jensen Quality Growth J Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
  • Asset base in Jensen Quality Growth J Fund (JENSX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Jensen Quality Growth J Fund (JENSX) performance details as of Jan 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 J-1.483.1011.7210.52
AB Core Opportunities Advisor (ADGYX)-4.292.5713.0112.47Compare
Voya Russell Large Cap Growth Idx Port A (IRLAX)-4.933.5013.3111.61Compare
INTECH US Core D (JIRMX)-4.87-1.9012.1011.87Compare

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
(QQQ)9.45%9.45%21.24%
iShares Russell Top 200 Growth (IWY)-5.06%4.09%14.07%
PowerShares Dynamic Large Cap Growth ETF (PWB)-4.89%3.93%15.16%
SPDR S&P 500 Growth ETF (SPYG)-5.16%1.61%13.44%
iShares S&P 500 Growth (IVW)-5.17%1.61%13.45%

 

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
01/2016$4.58B
12/2015$4.90B
11/2015$5.08B
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
12/20152.72%97.28%0%0%
09/20153.29%96.71%0%0%
06/20151.88%98.12%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

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%]

Jun 29, 2015
Becton, Dickinson and Company C [5.88%]
Accenture plc. Class A Ordinary [5.69%]
TJX Companies, Inc. (The) Commo [5.3%]
United Technologies Corporation [5.22%]
Pepsico, Inc. Common Stock [5.15%]
Medtronic plc. Ordinary Shares [5.07%]
Praxair, Inc. Common Stock [4.94%]
3M Company Common Stock [4.86%]
Ecolab Inc. Common Stock [4.7%]
Oracle Corporation Common Stock [4.43%]
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

Popular pages on Jensen Quality Growth J (JENSX) Fund

  

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