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 56.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 7.62 | 6M | Technology |
Amazon.com Inc | 7.48 | 6M | Consumer Cyclical |
Alphabet Inc Class A | 7.37 | 5M | Communication Services |
NVIDIA Corp | 5.75 | 4M | Technology |
Apple Inc | 5.49 | 4M | Technology |
Mastercard Inc Class A | 5.14 | 4M | Financial Services |
Broadcom Inc | 4.65 | 3M | Technology |
Marsh | 4.41 | 3M | Financial Services |
Waste Management Inc | 4.34 | 3M | Industrials |
Eli Lilly and Co | 3.95 | 3M | Healthcare |