Jensen Global Quality Fund Quote
| JGQIX Fund | USD 16.92 0.05 0.29% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Jensen Global is trading at 16.92 as of the 23rd of November 2024; that is 0.29 percent down since the beginning of the trading day. The fund's open price was 16.97. Jensen Global has about a 22 % 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. Equity ratings for Jensen Global Quality are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of December 2023 and ending today, the 23rd of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in U.S. and foreign equity securities of companies meeting the criteria for quality and growth as determined by the Adviser. The Adviser considers a company to be a growth company if it is determined by the Adviser to have above-average potential for growth in revenue, earnings, or cash flow. More on Jensen Global Quality
Moving together with Jensen Mutual Fund
Jensen Mutual Fund Highlights
| Fund Concentration | Jensen Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Jensen (View all Sectors) |
| Update Date | 30th of September 2024 |
Jensen Global Quality [JGQIX] is traded in USA and was established 23rd of November 2024. Jensen Global is listed under Jensen category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Jensen family. Jensen Global Quality currently has accumulated 49.46 M in assets under management (AUM) with minimum initial investment of 250 K. with the current yeild of 0.0%.
Check Jensen Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jensen Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jensen Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jensen Global Quality Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jensen Global Quality Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| ACN | Accenture plc | Stock | Information Technology | |
| BDX | Becton Dickinson and | Stock | Health Care | |
| FXFXX | First American Funds | Money Market Fund | US Money Market Fund | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| MMM | 3M Company | Stock | Industrials | |
| MSFT | Microsoft | Stock | Information Technology |
Jensen Global Quality Risk Profiles
| Mean Deviation | 0.5751 | |||
| Standard Deviation | 0.7432 | |||
| Variance | 0.5523 | |||
| Risk Adjusted Performance | (0.01) |
Jensen Global Against Markets
Other Information on Investing in Jensen Mutual Fund
Jensen Global financial ratios help investors to determine whether Jensen 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 Jensen with respect to the benefits of owning Jensen Global security.
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