The Jensen Portfolio Fund Quote

JENIX Fund  USD 56.71  0.44  0.77%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
The Jensen is trading at 56.71 as of the 20th of March 2025; that is 0.77 percent down since the beginning of the trading day. The fund's open price was 57.15. The Jensen has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
To achieve its objective, the fund invests in equity securities of approximately 25 to 30 companies. Jensen Quality is traded on NASDAQ Exchange in the United States. More on The Jensen Portfolio

Moving together with The Mutual Fund

  0.85VTSAX Vanguard Total StockPairCorr
  0.85VFIAX Vanguard 500 IndexPairCorr
  0.84VTSMX Vanguard Total StockPairCorr
  0.89VITSX Vanguard Total StockPairCorr
  0.89VSMPX Vanguard Total StockPairCorr
  0.89VSTSX Vanguard Total StockPairCorr

The Mutual Fund Highlights

Fund ConcentrationLarge Blend, Jensen (View all Sectors)
Update Date31st of March 2025
The Jensen Portfolio [JENIX] is traded in USA and was established 20th of March 2025. The fund is listed under Large Blend category and is part of Jensen family. This fund currently has accumulated 6.93 B in assets under management (AUM) with no minimum investment requirementsJensen Portfolio is currently producing year-to-date (YTD) return of 1.36% with the current yeild of 0.01%, while the total return for the last 3 years was 6.77%.
Check The Jensen Probability Of Bankruptcy

Instrument Allocation

Top The Jensen Portfolio Mutual Fund Constituents

ECLEcolab IncStockMaterials
ACNAccenture plcStockInformation Technology
UPSUnited Parcel ServiceStockIndustrials
UNHUnitedHealth Group IncorporatedStockHealth Care
SYKStrykerStockHealth Care
PFEPfizer IncStockHealth Care
PEPPepsiCoStockConsumer Staples
NKENike IncStockConsumer Discretionary
More Details

Jensen Portfolio Risk Profiles

The Jensen Against Markets

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.
Equity Valuation
Check real value of public entities based on technical and fundamental data
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
ETFs
Find actively traded Exchange Traded Funds (ETF) from around the world