Thank you for sharing!

Your article was successfully shared with the contacts you provided.

The Jensen Fund isn’t exactly a household word. But then again, not long ago, “Amazon” just referred to a river basin in Brazil. The large-cap growth fund has gained notoriety by performing well when its category peers don’t. For example, in 2001, with the S&P 500 and Russell Top 200 Growth down 11.91% and 20.53%, respectively, Jensen Fund held flat, at 0.03%. As for its relative performance within the Morningstar large growth category, the fund ranked in the top 2% for 2001, and in the top 6% for the five-year period ending December 31, 2001. Not bad for a fund not many have heard of, which on February 8, 2002 had net assets of $151 million and expenses below one percentage point.


Join ThinkAdvisor

Don’t miss crucial news and insights you need to make informed investment advisory decisions. Join ThinkAdvisor.com now!

  • Free unlimited access to ThinkAdvisor.com which provides advisors, like you, with comprehensive coverage of the products, services and trends necessary to guide your clients in making critical wealth, health and life decisions.
  • Exclusive discounts on ALM and ThinkAdvisor events.
  • Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com.

Already have an account? Sign In Now
Join ThinkAdvisor

Copyright © 2019 ALM Media Properties, LLC. All Rights Reserved.