Experienced managers who stick to a carefully circumscribed approach underpin a Morningstar Analyst Rating of Silver for most of Jensen Quality Growth's share classes.
Jensen Quality Growth J JENSX
NAV / 1-Day Return
66.21
/
0.30
%
Total Assets
10.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.820%
Expense Ratio
0.820%
Fee Level
Average
Longest Manager Tenure
17.81
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
2,500
Status
Open
TTM Yield
0.69%
Turnover
12%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will JENSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JENSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the JENSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of JENSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Core competent.
