Jensen Adds a Second Fund -- Finally

The original Jensen Portfolio has delivered respectable returns. Will Jensen Value perform as well?

When it comes to movies, sequels are only occasionally as good as the original (think The Godfather: Part II, which many critics consider to be as superb as, if not better than, the original The Godfather). More often than not, however, follow-ups stink (think The Sting II and Caddyshack II).

Sequels are noteworthy in the mutual fund business, too, especially when a company with a good record decides after operating a single fund for many years to release a second product. Such is the case with Jensen Investment Management, a Portland, Ore., firm that for more than 18 years has offered one -- and only one -- fund. That fund, Jensen Portfolio (symbol JENSX), has had a respectable long-term run. Over the past 15 years through October 25, Jensen returned 8.4% annualized, compared with 6.8% for Standard & Poor’s 500-stock index.

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Jennifer Schonberger
Staff Writer, Kiplinger's Personal Finance