JGRW

Jensen Quality Growth ETF

$26.90

+0.00%

Market closed. Last update: 10:57 PM ET

📎 Investment Objective

The Jensen Quality Growth ETF (JGRW) seeks to provide long-term capital appreciation by investing in a concentrated portfolio of high-quality, large-cap U.S. companies.

Overview

ETF tracking Jensen Quality Growth ETF

Category Growth

Issuer Other

Inception Date 2024-08-13

Market Cap $72.4M

Average Volume N/A

Dividend Yield 0.70%

52-Week Range $23.04 - $27.60

VWAP $26.93

Performance

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Investment Summary

📎 Investment Objective

The Jensen Quality Growth ETF (JGRW) seeks to provide long-term capital appreciation by investing in a concentrated portfolio of high-quality, large-cap U.S. companies.

🎯 Investment Strategy

The fund's investment strategy focuses on identifying companies that have demonstrated consistent growth in revenue and earnings over long periods, typically 10 years or more. The portfolio managers seek to invest in companies with sustainable competitive advantages, strong management teams, and the ability to generate high returns on invested capital.

✨ Key Features

Concentrated portfolio of 25-30 high-quality, large-cap U.S. stocks
Emphasis on companies with a history of consistent growth and profitability
Low portfolio turnover, aiming to minimize capital gains distributions
Actively managed fund with a focus on fundamental analysis and stock selection

⚠️ Primary Risks

Market risk: The value of the fund's holdings may decline due to general market conditions
Concentration risk: The fund's concentrated portfolio may be more volatile than a more diversified fund
Equity risk: The value of the fund's equity holdings may fluctuate due to changes in the underlying companies' financial condition
Management risk: The fund's performance depends on the investment decisions made by the portfolio managers

👤 Best For

The Jensen Quality Growth ETF may be suitable for long-term investors seeking exposure to a portfolio of high-quality, large-cap U.S. companies with a focus on consistent growth and profitability. Investors with a higher risk tolerance and a long-term investment horizon may find this fund appropriate as part of a diversified portfolio.