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JGRW - ETF AI Analysis

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JGRW

Jensen Quality Growth ETF (JGRW)

Rating:74Outperform
Price Target:
JGRW, the Jensen Quality Growth ETF, earns a solid overall rating thanks to its heavy exposure to high-quality, financially strong companies like Alphabet, Microsoft, Apple, Nvidia, and Broadcom, all benefiting from leadership in cloud, AI, and technology services. This strength is slightly tempered by holdings such as Eli Lilly, Mastercard, and Stryker, where high valuations, leverage, or bearish technical trends introduce some caution. The main risk factor is the fund’s concentration in large technology and growth-oriented names, which can increase sensitivity to market swings and valuation pressures in that sector.
Positive Factors
Strong Mega-Cap Tech Leaders
Several of the largest positions, including major technology names like Apple, Amazon, Alphabet, and Nvidia, have shown strong recent performance, helping support the ETF’s returns.
Broad Sector Diversification
The fund spreads its investments across multiple sectors such as technology, health care, consumer, industrials, financials, and communication services, which helps reduce the impact of weakness in any single industry.
Recent Positive Performance Trend
The ETF has delivered steady gains over the past month and quarter, suggesting its current mix of holdings has been working well in the recent market environment.
Negative Factors
High Concentration in Technology
With a large portion of assets in the technology sector, the fund could be more sensitive to a downturn in tech stocks than a more evenly balanced ETF.
Mixed Results Among Top Holdings
Some key positions, including large names like Microsoft, Mastercard, Stryker, and Marsh & McLennan, have shown weaker recent performance, which can drag on overall returns.
Limited Geographic Diversification
Almost all of the ETF’s holdings are in U.S. companies, so investors get little exposure to international markets and may be more exposed to U.S.-specific economic risks.

JGRW vs. SPDR S&P 500 ETF (SPY)

JGRW Summary

The Jensen Quality Growth ETF (JGRW) is an actively managed fund that focuses on high-quality growth companies across the U.S. stock market, rather than tracking a specific index. It leans heavily toward technology and health care, with well-known holdings like Apple and Amazon, along with other large, established businesses. Someone might invest in JGRW to seek long-term growth while still focusing on companies with strong profits and solid financial health. A key risk is that it is heavily tilted toward growth and tech-related stocks, so its price can rise and fall more than the overall market.
How much will it cost me?The Jensen Quality Growth ETF (JGRW) has an expense ratio of 0.57%, which means you’ll pay $5.70 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, focusing on selecting high-quality growth companies rather than tracking an index. Active management typically involves more research and decision-making, which increases costs.
What would affect this ETF?The Jensen Quality Growth ETF (JGRW) could benefit from continued innovation and strong performance in the technology and healthcare sectors, which make up a significant portion of its holdings. However, rising interest rates or economic slowdowns could negatively impact growth-oriented companies, particularly in sectors like technology and financials. Regulatory changes or geopolitical tensions affecting U.S.-based companies may also pose risks to the ETF's future performance.

JGRW Top 10 Holdings

JGRW is leaning heavily on Big Tech, with Apple and Nvidia doing much of the heavy lifting as their shares keep rising on the back of strong demand for devices and AI chips. Alphabet and Amazon, meanwhile, have been more mixed lately, occasionally losing steam and tempering the fund’s momentum. Microsoft sits in the middle of the pack, steady but not sprinting, while KLA’s strong run in chip equipment adds another boost. With all major holdings U.S.-based and tech-focused, the ETF’s story is one of concentrated, quality-driven growth tied closely to the American innovation engine.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Microsoft7.47%$6.53M$3.45T-8.96%
79
Outperform
Amazon7.31%$6.38M$2.92T34.19%
71
Outperform
Alphabet Class A6.80%$5.94M$4.36T91.50%
85
Outperform
Apple6.38%$5.57M$4.54T49.21%
79
Outperform
Nvidia5.89%$5.14M$4.86T14.80%
76
Outperform
Mastercard4.94%$4.31M$506.64B0.20%
75
Outperform
Marsh & McLennan Companies4.78%$4.17M$90.52B-3.13%
71
Outperform
Eli Lilly & Co4.65%$4.06M$1.08T45.82%
72
Outperform
Sherwin-Williams Company4.54%$3.97M$82.74B1.83%
66
Neutral
Broadcom4.44%$3.88M$1.85T31.74%
76
Outperform

JGRW Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
27.13
Positive
100DMA
26.42
Positive
200DMA
26.55
Positive
Market Momentum
MACD
0.27
Negative
RSI
69.10
Neutral
STOCH
99.23
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JGRW, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.49, equal to the 50-day MA of 27.13, and equal to the 200-day MA of 26.55, indicating a bullish trend. The MACD of 0.27 indicates Negative momentum. The RSI at 69.10 is Neutral, neither overbought nor oversold. The STOCH value of 99.23 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JGRW.

JGRW Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$88.74M0.57%
74
Outperform
$96.94M0.75%
74
Outperform
$78.34M0.67%
71
Outperform
$68.44M0.85%
62
Neutral
$62.47M0.60%
72
Outperform
$42.19M0.50%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JGRW
Jensen Quality Growth ETF
28.60
2.09
7.88%
AOTG
AOT Growth and Innovation ETF
TSEL
Touchstone Sands Capital US Select Growth ETF
HYP
Golden Eagle Dynamic Hypergrowth ETF
SEMG
Suncoast Select Growth ETF
RILA
Indexperts Gorilla Aggressive Growth ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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