JGRW: A New Growth ETF With Relative Low Volatility

2025-04-09 12:19:32 ET

Summary

• Jensen Quality Growth ETF (JGRW) is an actively managed large-cap ETF with a concentrated portfolio focused on the information technology sector.
• JGRW invests in growth stocks with strong financials and at least 15% ROE for ten consecutive years.
• JGRW looks much safer than other quality growth ETFs based on volatility and drawdown, but it has significantly underperformed two of them.
• With only 8 months of performance data, JGRW's long-term potential is uncertain, but it may appeal to investors seeking low-volatility growth funds.

JGRW strategy

Jensen Quality Growth ETF ( JGRW ) is an actively managed fund launched on 08/13/2024 currently holding 28 stocks, with an expense ratio of 0.57% and a dividend yield of 0.44%. As described by Jensen Investment Management , JGRW invests in 25 to 30 companies with “ above-average potential for growth in revenue, earnings, cash flow, or other similar criteria ”. These criteria include (but are not limited to) projected earnings growth, trailing revenue growth, trailing earnings growth and “ the company’s ability to grow its business from free cash flow over an extended period of time ”....

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