Jensen Mutual Funds List
Here you can find all mutual funds issued by Jensen and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 0.93%
- Avg. 1 Year Return
- 2.39%
- Avg. 5 Year Return
- 5.53%
- Median Risk/Return Score
- 6 / 100
Jensen Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jensen Quality Growth Fund | Quality Factor, Large Cap Blend Equities | Aug 3, 1992 | 0.81% | 1.71% | 8.97% | 37.73% | 8 | ||||||||
| Jensen Quality Value Fund | Quality Factor, Mid Cap Blend Equities | Mar 31, 2010 | 1.05% | 3.70% | 10.79% | 10.85% | 5 |
Explore top Jensen Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Jensen Mutual funds by Risk/Return Score
The top Jensen Mutual funds by PortfoliosLab Risk/Return Score are JENSX (8) and JNVSX (5).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Jensen Quality Growth Fund | 8 | — | Aug 1992 | |
| Jensen Quality Value Fund | 5 | — | Mar 2010 |
Best-Performing Jensen Mutual funds Over 5 Years
The top Jensen Mutual funds is JNVSX (8.36%).
Across the lineup, Jensen Mutual funds show an average 1-year return of 2.39% and an average 5-year return of 5.53%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Jensen Quality Value Fund | 8.36% | — | Mar 2010 | |
| Jensen Quality Growth Fund | 2.69% | — | Aug 1992 |
Lowest-Cost Jensen Mutual funds
The top Jensen Mutual funds is JENSX (0.81%).
With an average expense ratio of 0.93%, Jensen Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Jensen Quality Growth Fund | 0.81% | — | Aug 1992 | |
| Jensen Quality Value Fund | 1.05% | — | Mar 2010 |
Highest-Yield Jensen Mutual funds
The top Jensen Mutual funds is JENSX (37.73%).
Across the lineup, Jensen Mutual funds show an average dividend yield of 24.29%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Jensen Quality Growth Fund | 37.73% | — | Aug 1992 | |
| Jensen Quality Value Fund | 10.85% | — | Mar 2010 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.