Credit: Shutterstock photoJensen Quality Growth J Fund ( JENSX ) seeks long-term capital appreciation. JENSX invests in equity securities of approximately 25 companies that have consistently achieved strong earnings and have a trend of increasing free cash flow over the prior ten years and in excellent financial condition. JENSX pays dividends quarterly and capital gains annually.
This Large Blend product has a history of positive total returns for over 10 years. Specifically, the fund's returns over the 3, 5 year benchmarks; 3 year 8.3% and 5 year 13.8%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here .
JENSX's performance, as of the last filing, when compared to funds in its category was in the top 26% over the past 1 year, and in the top 10% over the past 3 years and in the top 31% over the past 5 years.
The Jensen Quality Growth J fund, as of the last filing, allocates their fund in two major groups; Large Growth and Foreign Stock. Further, as of the last filing, Becton, Dickinson and Co, Microsoft Corp and PepsiCo Inc were the top holdings for JENSX.
This Zacks Rank #2 (Buy) was incepted in August 1992 and is managed by Jensen . JENSX carries an expense ratio of 0.87% and requires a minimal initial investment of $2,500.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
