Jensen Quality Growth Fund (JENSX) Alternatives

Jensen Quality Growth Fund (JENSX) belongs to the Large Cap Blend Equities 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 funds that fit a different role in your portfolio.

Cheapest Alternatives to JENSX

JENSX charges 0.81% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among JENSX alternatives.

Symbol	Name	Expense Ratio	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	Jun 27, 2016	JENSX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	JENSX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	JENSX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	Feb 2, 2016	JENSX vs FLCPX
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	Sep 17, 2014	JENSX vs SSSYX

Best Risk-Adjusted Alternatives to JENSX

Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	Nov 12, 2001	JENSX vs VPMAX
POGSX	Pin Oak Equity	92	Aug 3, 1992	JENSX vs POGSX
SGOIX	First Eagle Overseas Fund Class I	92	—	JENSX vs SGOIX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	91	Jan 2, 1990	JENSX vs PAGRX
DFIEX	DFA International Core Equity Portfolio I	90	Sep 15, 2005	JENSX vs DFIEX

Top Performing JENSX Alternatives (YTD)

JENSX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
YFSIX	AMG Yacktman Global Fund	9.95%	Jan 30, 2017	JENSX vs YFSIX
GQEIX	GQG Partners US Select Quality Equity Fund	9.61%	Sep 28, 2018	JENSX vs GQEIX
NWAUX	Nationwide GQG US Quality Equity Fund	9.49%	Jan 24, 2021	JENSX vs NWAUX
MUHLX	Muhlenkamp Fund	9.11%	Nov 1, 1988	JENSX vs MUHLX
POGSX	Pin Oak Equity	8.02%	Aug 3, 1992	JENSX vs POGSX

Lowest Volatility Alternatives to JENSX

JENSX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.66%	Jun 28, 2013	JENSX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	8.01%	Mar 28, 2021	JENSX vs SVPFX
FEQHX	Fidelity Hedged Equity Fund	11.04%	Sep 8, 2022	JENSX vs FEQHX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	11.08%	Mar 20, 2025	JENSX vs FGJEX
TANDX	Castle Tandem Fund	12.04%	Mar 15, 2019	JENSX vs TANDX

Lowest Drawdown Alternatives to JENSX

JENSX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	Jun 28, 2013	JENSX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-5.22%	Mar 28, 2021	JENSX vs SVPFX
FEQHX	Fidelity Hedged Equity Fund	-7.40%	Sep 8, 2022	JENSX vs FEQHX
GQEIX	GQG Partners US Select Quality Equity Fund	-8.30%	Sep 28, 2018	JENSX vs GQEIX
FNSTX	Fidelity Infrastructure Fund	-8.43%	Nov 5, 2019	JENSX vs FNSTX

Other Mutual Funds from Jensen

Most popular Jensen mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
JNVSX	Jensen Quality Value Fund	Mid Cap Blend Equities	3	-2.61%	Mar 31, 2010	JENSX vs JNVSX

Often Compared With JENSX

What investors most often compare with JENSX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SPLV	Invesco S&P 500 Low Volatility ETF	S&P 500, Large Cap Value Equities	12	3.24%	May 5, 2011	JENSX vs SPLV
PRILX	Parnassus Core Equity Institutional Shares	Large Cap Blend Equities	16	-6.18%	—	JENSX vs PRILX
ARTMX	Artisan Mid Cap Fund	Mid Cap Growth Equities	33	-5.90%	Jun 27, 1997	JENSX vs ARTMX
FISPX	Federated Hermes Max Cap Index Fund	Large Cap Blend Equities	44	-4.25%	Jul 11, 1990	JENSX vs FISPX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	31	-7.67%	Sep 17, 1993	JENSX vs JUEMX
HGOIX	The Hartford Growth Opportunities Fund Class I	Large Cap Growth Equities	28	-10.11%	Feb 19, 2002	JENSX vs HGOIX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	43	12.17%	Oct 20, 2011	JENSX vs SCHD
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	65	-4.76%	Mar 10, 1999	JENSX vs QQQ
FNDX	Schwab Fundamental U.S. Large Company Index ETF	Large Cap Blend Equities	70	2.98%	Aug 15, 2013	JENSX vs FNDX
GTLLX	Glenmede Quantitative U.S. Large Cap Growth Equity...	Large Cap Growth Equities	48	-3.91%	Feb 27, 2004	JENSX vs GTLLX
FTGS	First Trust Growth Strength ETF	Large Cap Growth Equities	43	-3.03%	Oct 25, 2022	JENSX vs FTGS
TQQQ	ProShares UltraPro QQQ	Leveraged Equities, Leveraged	47	-17.87%	Feb 9, 2010	JENSX vs TQQQ
WSHFX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	46	-3.20%	Aug 5, 2008	JENSX vs WSHFX
VONG	Vanguard Russell 1000 Growth ETF	Large Cap Growth Equities	45	-8.97%	Sep 20, 2010	JENSX vs VONG
DBEF	Xtrackers MSCI EAFE Hedged Equity ETF	Hedge Fund	75	4.36%	Jun 9, 2011	JENSX vs DBEF
FQAL	Fidelity Quality Factor ETF	Large Cap Growth Equities	52	-3.09%	Sep 12, 2016	JENSX vs FQAL
VOO	Vanguard S&P 500 ETF	S&P 500	60	-3.66%	Sep 7, 2010	JENSX vs VOO
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	89	-0.34%	Jan 2, 1990	JENSX vs PAGDX
FDVV	Fidelity High Dividend ETF	Large Cap Blend Equities, Dividend	53	-1.50%	Sep 12, 2016	JENSX vs FDVV
QUERX	AQR Large Cap Defensive Style Fund Class R6	Large Cap Blend Equities	10	1.76%	Jul 9, 2012	JENSX vs QUERX

Compare JENSX with Any Fund or Stock

Compare JENSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Jensen Quality Growth Fund

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