Notable companies
The most notable companies in this group are Microchip Technology (NASDAQ:MCHP), Kroger Co (The) (NYSE:KR).
Industry description
The investment seeks long-term capital appreciation.
The fund invests in equity securities of companies. These companies are selected from a universe of all publicly traded U.S. companies that, as determined by the Adviser, have produced long-term records of consistently high returns on shareholder equity. In order to qualify for this universe, each company must have a market capitalization between $100 million and the capitalization of the largest company in the Russell Midcap ® Index, and a return on equity of 15% or greater in each of the last ten years as determined by the Adviser.
Market Cap
The average market capitalization across the Jensen Quality Value Y MF is 27.55B. 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 Value Y MF was 3%. For the same stocks of the MF, the average monthly volume growth was 37% and the average quarterly volume growth was 21%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 50
P/E Growth Rating: 40
Price Growth Rating: 45
SMR Rating: 43
Profit Risk Rating: 26
Seasonality Score: 14 (-100 ... +100)