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JENRX Jensen Quality Growth R Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

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 R MF is 948.1B. 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 R MF was 183%. For the same stocks of the MF, the average monthly volume growth was 226% and the average quarterly volume growth was 98%

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: 58
Price Growth Rating: 38
SMR Rating: 32
Profit Risk Rating: 16
Seasonality Score: -40 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Jensen Portfolio Inc5300 Meadows Road,Suite 250Lake Oswego
Phone
1-800-221-4384
Web
www.jenseninvestment.com
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JENRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JENRX has been closely correlated with FXAIX. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if JENRX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JENRX
1D Price
Change %
JENRX100%
-0.26%
FXAIX - JENRX
77%
Closely correlated
-0.19%
VFFSX - JENRX
73%
Closely correlated
-0.20%
VFINX - JENRX
73%
Closely correlated
-0.19%
VFIAX - JENRX
73%
Closely correlated
-0.19%
VSTSX - JENRX
71%
Closely correlated
-0.25%
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