The Jensen Quality Growth Fund Inc

The Jensen Quality Growth Fund Inc. · 4 share classes

Actively managed U.S. equity fund
One fund, 4 share classes:JENSXJENIXJENRXJENYX
$2.97B NAV
28 positions · as of 2026-05-31 · filed 2026-07-29

Fund classification

Classified from what the fund holds · as of 2026 Q2

The Jensen Quality Growth Fund Inc is an actively managed U.S. equity fund. 19% of JENSX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 100% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund
Features
Non-diversified

Fund profile

As filed in the prospectus · 2025 Q3

The objective of The Jensen Quality Growth Fund Inc. (the Fund), is long-term capital appreciation.

Strategy · summarised

The fund invests in a concentrated portfolio of approximately 25 to 30 U.S. companies selected by the adviser for quality and growth characteristics, including consistent return on equity of 15% or greater over at least ten years, strong financial condition, and above-average projected or historical earnings and revenue growth. The fund is non-diversified, meaning a relatively high percentage of its assets are invested in a limited number of issuers. Because the fund holds securities of only 25 to 30 companies, performance depends heavily on the performance of those individual holdings.

Expenses
0.53% 1.26%across 4 share classes
Share classExpense ratio
JENSX0.82%
JENIX0.60%
JENRX1.26%
JENYX0.53%

Portfolio turnover 14.87% · as of 2025 Q3

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.02%
of net assets
Stocks99.71%
Cash & short-term0.31%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology38.2%
Health Care15.5%
Industrials11.3%
Communication Services9.3%
5 smaller25.7%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
19%of stock holdings in top-quartile growers
covering 100% of the fund’s equity
Earnings growth
30%of stock holdings in top-quartile growers
covering 100% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 3 new2 exited

New: APH, IDXX, CTAS

Exited: ADP, INTU

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+4.24%+22.00%+30.95%12.79%-10.93%
+4.48%+22.80%+32.41%12.78%-10.82%
+3.44%+19.85%+27.52%12.75%-11.22%
+4.55%+23.07%+32.97%12.78%-10.81%

These classes hold the same portfolio, so the 5.45pp spread over 5 years is the cost difference between them — roughly 1.09pp a year — not a difference in what they own.

Cumulative return· Jun 2023 – Apr 2026

May 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Amazon.com IncAMZN7.46%$221.38M
Microsoft CorpMSFT7.45%$221.07M
Alphabet IncGOOGL7.39%$219.08M
Apple IncAAPL7.06%$209.42M
NVIDIA CorpNVDA6.67%$197.84M
Eli Lilly & CoLLY5.55%$164.65M
Mastercard IncMA4.94%$146.47M
Broadcom IncAVGO4.65%$138.05M
Stryker CorpSYK4.37%$129.66M
The Sherwin-Williams CoSHW4.18%$123.97M
Showing 10 of 28Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-05-31 — not a live quote, and not what the fund paid.

Top 10 positions are 59.73% of net assets, top 25 97.17%, across 28 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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