Jensen Quality Growth ETF JGRW

Medalist Rating as of | See Jensen Investment Hub

Morningstar’s Analysis JGRW

Will JGRW outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Restructured.

Senior Principal Dan Culloton

Dan Culloton

Senior Principal

Summary

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings JGRW

  • 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

Sponsor Center