JGRW focuses on a select group of 25 to 30 US companies that meet strong growth and quality fundamentals. The aim is to find companies that demonstrate positive performance across a range of historical and future metrics relative to the US equity market. Growth stocks are those with above-average potential in revenue, earnings, and cash flow, evaluated over a five to ten-year period. While quality companies are those that have consistently achieved an ROE of 15% or more for at least ten consecutive years. Undervalued securities may be considered for investments. Positions are sold in the event of better opportunities arising or if a company no longer meets the funds criteria.
Jensen Quality Growth ETF
| MSFT | Microsoft Corp | 7.99% |
| AMZN | Amazon.com Inc | 7.28% |
| AAPL | Apple Inc | 6.40% |
| NVDA | NVIDIA Corp | 6.34% |
| GOOGL | Alphabet Inc Class A | 6.34% |
| MA | Mastercard Inc Class A | 5.31% |
| MRSH | Marsh | 4.68% |
| LLY | Eli Lilly and Co | 4.58% |
| SHW | Sherwin-Williams Co | 4.42% |
| AVGO | Broadcom Inc | 4.34% |
No recent news for JGRW. The ingest cron pulls every 15 minutes during market hours.