Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA), PepsiCo (NASDAQ:PEP), Accenture PLC (NYSE:ACN), Intuit (NASDAQ:INTU).
Industry description
The investment seeks long-term capital appreciation.
To achieve its objective, the fund invests in equity securities of approximately 25 to 30 companies. Equity securities in which the fund invests as a principal strategy consist primarily of publicly traded common stocks of U.S. companies. It may purchase securities when they are priced below their intrinsic values as determined by the Adviser. The fund may sell all or part of its position in a company when the Adviser has determined that another qualifying security has a greater opportunity to achieve the fund's objective. It is non-diversified.
Market Cap
The average market capitalization across the Jensen Quality Growth I MF is 949.6B. The market cap for tickers in the group ranges from 100.63B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is MMC at 100.63B.
Volume
The average weekly volume growth across all stocks in the Jensen Quality Growth I MF was 11%. For the same stocks of the MF, the average monthly volume growth was 55% and the average quarterly volume growth was 72%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 59
P/E Growth Rating: 61
Price Growth Rating: 45
SMR Rating: 31
Profit Risk Rating: 16
Seasonality Score: 20 (-100 ... +100)