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Fund Focus: Jensen Quality Growth Fund

TedTed
edited August 2016 in Fund Discussions
FYI: The Jensen Quality Growth Fund has been one of the best-performing large-cap growth funds over the past few years, even as the stock market has hit plenty of potholes and many other active fund managers have lagged behind the market.
Regards,
Ted
http://www.marketwatch.com/story/how-this-stock-fund-has-beaten-the-market-through-thick-and-thin-2016-08-11/print

M* Snapshot JENRX:
http://www.morningstar.com/funds/XNAS/JENRX/quote.html

Lipper Snapshot JENRX:
http://www.marketwatch.com/investing/Fund/JENRX

JENRX Is Ranked #13 In The (LCG) fund Category By U.S. News & World Report:
http://money.usnews.com/funds/mutual-funds/large-growth/jensen-quality-growth-fund/jenrx

Comments

  • JENSX is ranked 13th in the LCG fund Category by US News & World Report
    http://money.usnews.com/funds/search?name=jensx
  • TedTed
    edited August 2016
    @rabockma: Thank you, on further review JENRX, retail shares, inception date was 7/30/2003 which is a much newer share class than JENSX the institutional shares who's inception date was 8/3/1992. This longevity is reflected in U.S. News rankings
    Regards,
    Ted
  • Recency is awesome! Be sure not to compare JENSX w FCNTX, PRBLX, or indeed RPG *except* at the 1y and 2y mark.
  • edited August 2016
    Yep, it's amazing how much even a partial year's returns can color a fund's overall relative record. I finally got that thru my thick head only in the last couple of years.

    Jensen was okay but not great for years, then started a run in Q4 15. The discipline they follow is pretty great, though.
  • edited August 2016

    Recency is awesome! Be sure not to compare JENSX w FCNTX, PRBLX, or indeed RPG *except* at the 1y and 2y mark.

    JENSX slightly beats out FCNTX, PRBLX, and RPG during the last 3 years; JENSX beats out FCNTX and slightly beats out PRBLX during the last 5 years (essentially tied with PRBLX over the last 5 years), but slightly loses to RPG over the last 5 years. This according to Morningstar data. The 3 and 5 year time periods are long enough to compare, at least for me.
  • Right, by recency I should've made it clear I was looking at last Jan as a stop point (starting 5y ago and also 3y ago); sorry
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