Jensen Quality Growth Fund (JENSX) belongs to the Quality Factor category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JENSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JENSX
JENSX charges 0.81% annually. There are 13 mutual funds in the Quality Factor category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI U.S. Quality Index Fund | 0.10% | — | Oct 2015 | JENSX vs FUQIX | |
| Fidelity SAI International Quality Index Fund | 0.19% | — | May 2020 | JENSX vs FQITX | |
| Northern U.S. Quality ESG Fund | 0.39% | — | Oct 2017 | JENSX vs NUESX | |
| GMO Quality Fund Class IV | 0.47% | — | Feb 2004 | JENSX vs GQEFX | |
| GQG Partners US Select Quality Equity Fund | 0.49% | — | Sep 2018 | JENSX vs GQEIX |
Best Risk-Adjusted Alternatives to JENSX
JENSX has a PortfoliosLab risk / return rank of 8. There are 21 mutual funds in the Quality Factor category with higher risk-adjusted ranks, going as high as 71.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners International Quality Dividend Income... | 71 | — | Jun 2021 | JENSX vs GQJPX | |
| GQG Partners Global Quality Dividend Income Fund | 70 | — | Jun 2021 | JENSX vs GQFPX | |
| GQG Partners US Quality Dividend Income Fund | 62 | — | Jun 2021 | JENSX vs GQHPX | |
| GMO Quality Fund | 52 | — | Feb 2004 | JENSX vs GQETX | |
| GMO Quality Fund Class IV | 47 | — | Feb 2004 | JENSX vs GQEFX |
Top Performing JENSX Alternatives (YTD)
JENSX is at 1.71% YTD. There are 20 mutual funds in the Quality Factor category with higher YTD returns, going as high as 14.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Westwood Quality SmallCap Fund | 14.97% | — | Apr 2007 | JENSX vs WHGSX | |
| Westwood Quality SMidCap Fund | 14.93% | — | Dec 2005 | JENSX vs WHGMX | |
| GQG Partners US Quality Dividend Income Fund | 13.55% | — | Jun 2021 | JENSX vs GQHPX | |
| GQG Partners Global Quality Dividend Income Fund | 11.60% | — | Jun 2021 | JENSX vs GQFPX | |
| Fidelity SAI International Quality Index Fund | 11.52% | — | May 2020 | JENSX vs FQITX |
Lowest Volatility Alternatives to JENSX
JENSX has 12.62% 1-year volatility. There are 12 mutual funds in the Quality Factor category with lower 1-year volatility, going as low as 9.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners Global Quality Equity Fund Institutio... | 9.45% | — | Mar 2019 | JENSX vs GQRIX | |
| GQG Partners Global Quality Equity Fund | 9.47% | — | Mar 2019 | JENSX vs GQRPX | |
| Westwood Quality Value Fund | 10.06% | — | Jun 2006 | JENSX vs WHGLX | |
| GQG Partners Global Quality Dividend Income Fund | 10.18% | — | Jun 2021 | JENSX vs GQFPX | |
| Haverford Quality Growth Stock Fund | 10.27% | — | Jun 2004 | JENSX vs HAVGX |
Lowest Drawdown Alternatives to JENSX
JENSX has a 1-year max drawdown of -14.74%. There are 21 mutual funds in the Quality Factor category with shallower 1-year drawdowns, going as shallow as -6.28%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners Global Quality Dividend Income Fund | -6.28% | — | Jun 2021 | JENSX vs GQFPX | |
| GQG Partners US Quality Dividend Income Fund | -6.50% | — | Jun 2021 | JENSX vs GQHPX | |
| Westwood Quality Value Fund | -6.96% | — | Jun 2006 | JENSX vs WHGLX | |
| GQG Partners Global Quality Equity Fund Institutio... | -7.00% | — | Mar 2019 | JENSX vs GQRIX | |
| GQG Partners Global Quality Equity Fund | -7.02% | — | Mar 2019 | JENSX vs GQRPX |
Other Mutual Funds from Jensen
The 1 most viewed Jensen mutual funds shown here include JNVSX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Jensen Quality Value Fund | Quality Factor, Mid Cap Blend Equities | 5 | 3.70% | — | Mar 2010 | JENSX vs JNVSX |
Often Compared With JENSX
Investors most often compare JENSX with SPLV, PRILX, FISPX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare JENSX with Any Fund or Stock
Compare JENSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JENSX with funds that move differently
Jensen Quality Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JENSX.
Explore JENSX Diversifiers