Christopher Davis, senior mutual fund analyst at Morningstar, said Jensen Portfolio ( JENIX) has outperformed in both bad and good markets because it invests in "best of breed companies," including United Technologies ( UTX), PepsiCo ( PEP) and 3M ( MMM). "They won't invest in any company that hasn't had a return on equity below 15 percent over the past 10 years," Davis said. "They're really looking for high-quality companies."
NEW YORK (CNBC) -- As investors flee a falling U.S. stock market, two analyst say there are still safe companies out there and the best way to buy into them is through mutual funds.
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