Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), PepsiCo (NASDAQ:PEP), Accenture PLC (NYSE:ACN).
Industry description
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in U.S. and foreign equity securities of companies meeting the criteria for quality and growth as determined by the Adviser. The Adviser considers a company to be a “growth” company if it is determined by the Adviser to have above-average potential for growth in revenue, earnings, or cash flow. It is non-diversified.
Market Cap
The average market capitalization across the Jensen Global Quality Growth I MF is 1.17T. The market cap for tickers in the group ranges from 64.17B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is CNI at 64.17B.
Volume
The average weekly volume growth across all stocks in the Jensen Global Quality Growth I MF was 10%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was 27%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 60
P/E Growth Rating: 50
Price Growth Rating: 52
SMR Rating: 34
Profit Risk Rating: 25
Seasonality Score: 4 (-100 ... +100)