Max Out on Ecolab, MasterCard and TJX Shares Says Jensen Manager

Shares of Ecolab are up four percent so far in 2016 and the cleaning products-producer's stock could vault even higher as worries about the Zika virus heat up.
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Shares of Ecolab (ECL) - Get Report are up 4% thus far in 2016 and the cleaning products-producer's stock could vault even higher as worries about the Zika virus heat up, said Rob McIver, co-portfolio manager for the Jensen Quality Growth Fund (JENSX) - Get Report . 'The Zika threat will likely help Ecolab sales as worried Americans push for cleaner work environments,' said McIver. Ecolab benefits from an annuity-like business model in which 90% of sales come from products that are disposable in nature, according to McIver. The company has also posted gains in organic sales growth in each of the past 15 years despite two U.S. recessions in that period. The Jensen Quality Growth Fund is up 5.1 percent thus far in 2016, according to Morningstar. The $5.1 billion fund has returned an average of 10.3 percent annually over the past three years, outpacing 77 percent of its Morningstar category peers.  The Jensen Quality Growth Fund sports a trailing 12 month yield of 1.2 percent, according to Morningstar.