The Jensen Quality Growth Fund IncJENIX

MUTUAL FUNDJensen
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$3.6B
Expense ratio
0.60%
1-year return
+6.2%
3 years, a year
+8.4%
5 years, a year
+5.4%
12-month yield
37.76%
Holdings
27

What it aims to do.

The objective of The Jensen Quality Growth Fund Inc. (the Fund), is long-term capital appreciation.

Top 10 holdings.

Holding% of fund
AAPL Apple Inc9.59%
GOOGL Alphabet Inc9.04%
MSFT Microsoft Corp8.88%
NVDA NVIDIA Corp7.31%
AMZN Amazon.com Inc4.84%
MA Mastercard Inc4.75%
LLY Eli Lilly & Co4.72%
KLAC KLA Corp4.65%
SYK Stryker Corp4.64%
META Meta Platforms Inc4.45%

More on JENIX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.