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Jensen Quality Growth J

JENSX
40.00
-0.30
-0.74%
9/23/2016
5 Years
  • Previous Close

    40.30

  • Net Assets

    2.50B

  • Yield

    1.06%

  • Front load

    None

  • Expenses

    0.87%

  • Category

    Large Growth

  • Morningstar Risk

    Low

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Jensen

Fund Style

Open

Fund Manager

Robert Zagunis

Investment Style

Large Growth

The investment seeks long-term capital appreciation. To achieve its objective, the fund invests in equity securities of approximately 25 to 30 companies. Equity securities in which the fund invests as a principal strategy consist primarily of common stocks of U.S. companies. It may purchase securities when they are priced below their intrinsic values as determined by the Adviser. The fund may sell all or part of its position in a company when the Adviser has determined that another qualifying security has a greater opportunity to achieve the fund's objective. It is non-diversified.

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA NA
Initial Purchase: AIP 100

Inception

8/3/1992

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