Restructuring at Jensen Quality Growth’s parent firm threatens the team implementing its solid approach, dropping its People Pillar rating to Average from Above Average.
Jensen Quality Growth ETF JGRW
Morningstar’s Analysis JGRW
Will JGRW outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 56.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
US DOLLARS | 17.88 | 11M | Cash and Equivalents |
Microsoft Corp | 7.57 | 5M | Technology |
Amazon.com Inc | 7.55 | 5M | Consumer Cyclical |
Alphabet Inc Class A | 7.09 | 4M | Communication Services |
Mastercard Inc Class A | 5.56 | 3M | Financial Services |
Apple Inc | 5.40 | 3M | Technology |
NVIDIA Corp | 5.15 | 3M | Technology |
Waste Management Inc | 4.75 | 3M | Industrials |
Marsh | 4.68 | 3M | Financial Services |
Broadcom Inc | 4.32 | 3M | Technology |