Jensen Quality Growth ETF (JGRW) Research

The Jensen Quality Growth ETF (JGRW) cultivates a concentrated portfolio of 25 to 30 U.S.-based enterprises, chosen for their robust growth attributes and solid financial health. Its strategy is to pinpoint companies that exhibit superior past results and promising future outlooks relative to the broader American stock market. The fund identifies growth stocks as those with an anticipated above-average expansion in revenue, profits, and cash flow, assessed over a five to ten-year period. Conversely, quality companies are defined by their consistent achievement of a Return on Equity (ROE) of 15% or greater for a minimum of ten consecutive years. Investments may also include securities determined to be undervalued. Holdings are divested when more compelling opportunities emerge or if a company no longer aligns with the fund's established criteria.

Market snapshot

Symbol
JGRW
Price
$26.83
Day change
+1.25%
Market cap
$72.6M
52-week range
23.59-27.6
Sector
Financial Services
Industry
Asset Management

Peer companies

  • iShares MSCI New Zealand ETF (ENZL)
  • Nicholas Global Equity and Income ETF (GIAX)
  • Innovator Intl Developed Power Buffer ETF (IAUG)
  • AllianzIM U.S. Equity Buffer20 Mar ETF (MARW)
  • AllianzIM U.S. Equity Buffer20 May ETF (MAYW)
  • The 3D Printing ETF (PRNT)
  • ProShares - S&P 500 Ex-Energy ETF (SPXE)
  • Motley Fool Small-Cap Growth ETF (TMFS)

Open Jensen Quality Growth ETF (JGRW) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.