Jensen Quality Growth Fund Class Y (JENYX) Research

The Jensen Quality Growth Fund Class Y seeks to generate substantial capital growth over an extended period. To achieve this aim, the fund typically concentrates its investments in the stock of approximately 25 to 30 companies. Its primary investment approach involves acquiring common shares, predominantly from publicly traded U.S. corporations. The Adviser may initiate purchases when a security's market price is deemed to be below its intrinsic value. Conversely, the fund retains the flexibility to sell all or part of its holdings in a company if the Adviser identifies another eligible security offering a superior opportunity to meet the fund's objective. This fund operates on a non-diversified basis.

Market snapshot

Symbol
JENYX
Price
$43.07
Day change
+1.13%
Market cap
$3.0B
52-week range
38.06-61.77
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 Class I (JENIX)
  • Jensen Quality Growth Fund Cl J (JENSX)
  • Mairs & Power Growth Fund Investor Class (MPGFX)
  • T. Rowe Price Em Mkts Discv Stk (PRIJX)

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