JENIX Jensen Quality Growth I Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Mastercard (NYSE:MA), Unitedhealth Group (NYSE:UNH), PepsiCo (NASDAQ:PEP), Accenture PLC (NYSE:ACN), Intuit (NASDAQ:INTU).

The investment seeks long-term capital appreciation. To achieve its objective, the fund invests in equity securities of approximately 25 to 30 companies. Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies meeting the criteria for quality and growth as determined by the fund’s investment adviser,Jensen Investment Management, Inc. (the “Adviser”). It is non-diversified.

The average market capitalization across the Jensen Quality Growth I MF is 1.53T. The market cap for tickers in the group ranges from 88.12B to 4.63T. AAPL holds the highest valuation in this group at 4.63T. The lowest valued company is INTU at 88.12B.

The average weekly volume growth across all stocks in the Jensen Quality Growth I MF was 14%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was 33%