Jensen Quality Growth Fund Class I (JENIX) Research

The fund's core objective is to generate significant capital appreciation over an extended timeframe. To achieve this, it typically invests in a concentrated selection of around 25 to 30 companies. Its primary investment focus is on common stocks that are publicly traded, predominantly from U.S.-based corporations. The fund's adviser seeks out and purchases securities that are believed to be undervalued compared to their intrinsic worth. Positions in a company may be sold, either completely or in part, if the adviser determines that another investment offers a more compelling opportunity to advance the fund's main goal. This fund is structured as a non-diversified investment vehicle.

Market snapshot

Symbol
JENIX
Price
$43.10
Day change
+1.13%
Market cap
$3.0B
52-week range
38.09-61.8
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Amana Mutual Funds Trust - Growth Fund (AMAGX)
  • Amana Growth Fund Institutional Class (AMIGX)
  • Principal Fds, Inc. - Principal Capital Appreciation Fund Cl A (CMNWX)
  • American Funds 2065 Target Date Retirement Fund Class F-1 (FAXTX)
  • Jensen Quality Growth Fund Cl J (JENSX)
  • Jensen Quality Growth Fund Class Y (JENYX)
  • Mairs & Power Growth Fund Investor Class (MPGFX)
  • T. Rowe Price Em Mkts Discv Stk (PRIJX)

Open Jensen Quality Growth Fund Class I (JENIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.