Jensen Quality Growth can survive recent turmoil, but enhancements to how Morningstar estimates funds’ return opportunities, a key part of the Morningstar Medalist Rating calculation, have reduced this strategy’s ratings even though neither its pillar ratings nor its expenses have changed.
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
The People Pillar is our evaluation of the JGRW management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of JGRW’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 56.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class A | 7.11 | 7M | Communication Services |
Amazon.com Inc | 6.64 | 6M | Consumer Cyclical |
NVIDIA Corp | 6.50 | 6M | Technology |
Microsoft Corp | 6.50 | 6M | Technology |
Apple Inc | 6.22 | 6M | Technology |
KLA Corp | 5.95 | 6M | Technology |
Eli Lilly and Co | 4.74 | 4M | Healthcare |
Stryker Corp | 4.51 | 4M | Healthcare |
Marsh | 4.40 | 4M | Financial Services |
Sherwin-Williams Co | 4.38 | 4M | Basic Materials |
United States