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JNVIX
Mutual Fund ticker: NASDAQ
AS OF
Feb 21 closing price
Price
$18.92
Change
-$0.19 (-0.99%)
Net Assets
171.38M

JNVIX Jensen Quality Mid Cap I Forecast, Technical & Fundamental Analysis

Category MidCapBlend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Kroger Co (The) (NYSE:KR), Microchip Technology (NASDAQ:MCHP).

Industry description

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowing for investment purposes) in equity securities of companies meeting the criteria for “quality” and “mid-capitalization” as determined by the Adviser. The Adviser considers a company to be a “mid-capitalization” company if it is listed in the Russell Midcap® Index at the time that the Adviser creates the fund’s investable universe.

Market Cap

The average market capitalization across the Jensen Quality Mid Cap I MF is 26.57B. The market cap for tickers in the group ranges from 8.27B to 55.83B. CPRT holds the highest valuation in this group at 55.83B. The lowest valued company is EHC at 8.27B.

Volume

The average weekly volume growth across all stocks in the Jensen Quality Mid Cap I MF was 74%. For the same stocks of the MF, the average monthly volume growth was 45% and the average quarterly volume growth was 155%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 49
P/E Growth Rating: 47
Price Growth Rating: 47
SMR Rating: 55
Profit Risk Rating: 33
Seasonality Score: -32 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Trust For Professional Managers(Jensen)615 East Michigan StreetMilwaukee
Phone
(414) 287-3338
Web
www.jenseninvestment.com
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JNVIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, JNVIX has been closely correlated with FSMDX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if JNVIX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JNVIX
1D Price
Change %
JNVIX100%
-0.99%
FSMDX - JNVIX
95%
Closely correlated
-2.19%
VMCIX - JNVIX
90%
Closely correlated
-1.90%
VIMAX - JNVIX
90%
Closely correlated
-1.89%
VIMSX - JNVIX
89%
Closely correlated
-1.90%
FSMAX - JNVIX
88%
Closely correlated
-3.06%
More