Jensen Portfolio (JENSX)
The managers at Jensen run strict screens to find a handful of stocks they feel strongly about. One requirement is that companies in the portfolio produce at least a 15 percent return on equity in each of the past 10 years. The fund typically holds about 30 companies. Unlike many of its peers, the fund has an extremely low turnover ratio, holding the average stock for about 8 years. Over the past 10 years, the fund has returned an annualized 2 percent. Its annual fees are 0.92 percent.