Jensen Funds List | Morningstar

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Jensen Funds List

Share Class Type

1 to 10 of 10 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Morningstar Sustainability Rating	Total Return YTD	Total Return Rank in Category YTD	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Jensen Global Quality Growth I	JGQIX	Global Large-Stock Growth			11.23%	74	1.020%	High	Institutional	$250,000
Jensen Global Quality Growth J	JGQSX	Global Large-Stock Growth			11.12%	75	1.250%	High	No Load	$2,500
Jensen Global Quality Growth Y	JGQYX	Global Large-Stock Growth			11.31%	74	1.000%	High	Institutional	$1.0 Mil
Jensen Quality Growth I	JENIX	Large Blend			11.70%	94	0.610%	Below Average	Institutional	$250,000
Jensen Quality Growth J	JENSX	Large Blend			11.52%	94	0.820%	Average	No Load	$2,500
Jensen Quality Value I	JNVIX	Mid-Cap Blend			13.24%	41	0.820%	Average	Institutional	$250,000
Jensen Quality Value J	JNVSX	Mid-Cap Blend			13.02%	45	1.050%	Average	No Load	$2,500
Jensen Quality Value Y	JNVYX	Mid-Cap Blend			13.28%	39	0.800%	Below Average	Institutional	$1.0 Mil
Jensen Quality Growth R	JENRX	Large Blend			11.13%	95	1.290%	Above Average	Retirement, Medium	$2,500
Jensen Quality Growth Y	JENYX	Large Blend			11.77%	93	0.530%	Below Average	Institutional	$1.0 Mil

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

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Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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