The Jensen Financials
| JENSX Fund | USD 60.69 0.07 0.12% |
The |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
The Jensen Fund Summary
The Jensen competes with Clipper Fund, Parnassus Core, Mairs Power, and Sound Shore. To achieve its objective, the fund invests in equity securities of approximately 25 to 30 companies. Equity securities in which the fund invests as a principal strategy consist primarily of publicly traded common stocks of U.S. companies. It may purchase securities when they are priced below their intrinsic values as determined by the Adviser. The fund may sell all or part of its position in a company when the Adviser has determined that another qualifying security has a greater opportunity to achieve the funds objective. It is non-diversified.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4763131012 |
| Business Address | Jensen Portfolio |
| Mutual Fund Family | Jensen |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 992 4144 |
| Currency | USD - US Dollar |
The Jensen Key Financial Ratios
The Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining The Jensen's current stock value. Our valuation model uses many indicators to compare The Jensen value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across The Jensen competition to find correlations between indicators driving The Jensen's intrinsic value. More Info.The Jensen Portfolio is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.28 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for The Jensen Portfolio is roughly 3.52 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the The Jensen's earnings, one of the primary drivers of an investment's value.Jensen Portfolio Systematic Risk
The Jensen's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. The Jensen volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-eight with a total number of output elements of thirty-three. The Beta measures systematic risk based on how returns on Jensen Portfolio correlated with the market. If Beta is less than 0 The Jensen generally moves in the opposite direction as compared to the market. If The Jensen Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jensen Portfolio is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of The Jensen is generally in the same direction as the market. If Beta > 1 The Jensen moves generally in the same direction as, but more than the movement of the benchmark.
The Jensen December 3, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of The Jensen help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of The Jensen Portfolio. We use our internally-developed statistical techniques to arrive at the intrinsic value of The Jensen Portfolio based on widely used predictive technical indicators. In general, we focus on analyzing The Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build The Jensen's daily price indicators and compare them against related drivers.
| Information Ratio | (0.16) | |||
| Maximum Drawdown | 11.42 | |||
| Value At Risk | (1.25) | |||
| Potential Upside | 1.07 |
Other Information on Investing in The Mutual Fund
The Jensen financial ratios help investors to determine whether The Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in The with respect to the benefits of owning The Jensen security.
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