JENIX Mutual Fund

JENIX Mutual Fund

NAV$46.33

Fund Essentials - as of May 31, 2026

Net Assets
$937M
Expense Ratio
0.60%
Dividend Yield (Current)
37.58%
Holdings
28
Inception Date
Jul 30, 2003
Fund Family
Jensen Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+3.60%
1 Year+5.37%
3 Year+7.27%
5 Year+5.39%
10 Year+11.56%

Asset Allocation

Stocks: 99.69%
Cash: 0.31%

Top Holdings

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TickerNameWeight
AMZNAmazon.Com Inc7.46%
MSFTMicrosoft Corp7.45%
GOOGLAlphabet Inc Common Stock USD 0.0017.39%
AAPLApple, Inc7.06%
NVDANvidia Corp.6.67%
Top 10 Concentration: 59.72%Report Date: May 31, 2026
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Dividend Summary

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Dividend Yield (Current)
37.58%
Frequency
Quarterly
Latest Distribution
$4.17
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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JENIX Mutual Fund Overview

JENIX Mutual Fund (Jensen Quality Growth Fund Inc Class I) is managed by Jensen Funds with $937.4M in net assets. JENIX expense ratio is 0.60%, holding 28 positions across sectors including Information Technology, Health Care, Consumer Discretionary. Inception date: 2003-07-30.

JENIX performance shows a YTD return of 3.60%. The 1-year return is 5.37% and the 5-year return is 5.39%. JENIX dividend yield stands at 37.58%, paid quarterly.

JENIX top holdings include Amazon.Com Inc (7.5%), Microsoft Corp (7.5%), Alphabet Inc Common Stock USD 0.001 (7.4%), Apple, Inc (7.1%), Nvidia Corp. (6.7%). Go to all JENIX holdings, JENIX sectors, or JENIX dividends.

JENIX can be compared against other funds. Use JENIX overlap to find shared positions, or JENIX vs another fund for a side-by-side view. JENIX alternatives are available via the screener, along with tax-loss harvesting opportunities.