Jensen Quality Growth ETF

JGRW

時価総額 $7573万

Jensen Investment Management has launched its first passive ETF, the Jensen U.S. Quality Index ETF (NYSE:JQTY) , tracking the Jensen U.S. Quality Index.

On Wednesday, September 30, 2026, Jensen Investment Management launched the Jensen U.S. Quality Index ETF (JQTY).  Key Takeaways: Jensen Investment Management has expanded its ETF lineup with the debut of the Jensen U.S. Quality Index ETF (JQTY).

Jensen Investment Management, a shop focused on quality ETF offerings, has filed for a new index-based quality ETF. The firm, which already offers active funds like the Jensen Quality Growth ETF (JGRW), can now expand its reach to a broader audience with its passive fund.

LAKE OSWEGO, Ore.--(BUSINESS WIRE)--Jensen Investment Management ("Jensen"), a 100% employee-owned active equity investment management firm, today announced that its Quality Growth ETF (NYSE: JGRW) has surpassed $100 million in assets under management, reaching $124 million as of December 31, 2025. The actively managed ETF, which launched in August 2024, is available on multiple platforms. The Jensen Quality Growth ETF offers investors exposure to a concentrated portfolio of 25-30 U.S. large-ca.

These funds are flying under investors' radar.

LAKE OSWEGO, Ore.--(BUSINESS WIRE)--Jensen Investment Management ("Jensen") today commemorates the one-year anniversary of the Jensen Quality Growth ETF (JGRW), which launched in August 2024 to provide investors with additional access to the firm's well-established, high-conviction investment strategy. Built on more than 30 years of investment discipline, JGRW applies Jensen's time-tested investment philosophy, rooted in an unwavering commitment to investing in quality businesses.

The U.S. active ETF boom is now more than just billion-dollar blockbusters from the most prominent asset managers. Increasingly, smaller funds are building quietly.

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.

JGRW is an actively managed ETF holding 25-30 high-quality companies with strong ROEs and free cash flows. Its expense ratio is 0.57% and the ETF manages $95 million in assets. JGRW only launched eight months ago, but its short track record and my evaluation of its current fundamentals indicate safety and quality are its best features. Unfortunately, those features are offset by terrible growth and valuation metrics. From a GARP perspective, JGRW is easily the worst compared to four peers: QGRW, QGRO, GRNY, and SPY.

On Tuesday, Jensen Investment Management launched the Jensen Quality Growth ETF (JGRW), now trading on the NYSE Arca. With the launch of JGRW, Jensen is now offering additional access to the firm's Jensen Quality Growth Strategy.