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@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
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.
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.
Comments
http://money.usnews.com/funds/search?name=jensx
Regards,
Ted
Jensen was okay but not great for years, then started a run in Q4 15. The discipline they follow is pretty great, though.