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- Upturn Summary
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Upturn AI Summary
Jensen Quality Growth ETF(JGRW)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for JGRW
11/06/2026: JGRW (1-star) has a low Upturn Star Rating. Not recommended to BUY.
JGRW provides exposure to a high-conviction, actively managed portfolio of U.S. companies selected for their quality and growth potential. Its main strengths include a disciplined, research-driven process that aims to identify companies with sustainable competitive advantages, offering a more selective approach than broad-market indices. It is best suited as a long-term core growth holding for investors who prioritize quality and are comfortable with a more concentrated portfolio structure. Key risks include the higher cost structure typical of active management, the inherent risks of a concentrated portfolio, and sensitivity to market rotations away from quality-growth stocks. Investors should monitor the performance of its top holdings and the fund's expense ratio relative to the value added by active selection.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund targets companies with sustainable, long-term growth characteristics. |
| Momentum investor | Mixed fit | While it captures growth trends, it is a conviction-based fund that may lag in high-momentum speculative environments. |
| Value investor | Mixed fit | It focuses on company quality, though it may not meet strict deep-value valuation criteria. |
| Dividend/Income investor | Weak fit | The strategy prioritizes capital appreciation over significant dividend yield. |
| Low-risk investor | Medium fit | The quality focus provides some defensive qualities, though it remains an equity-based investment subject to market risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term oriented growth investor seeking high-quality companies and is willing to pay a premium for active management.
Suitability
JGRW is best suited for long-term investors looking for a core growth component with a quality tilt rather than short-term active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity fund, it is subject to standard market price fluctuations. |
| Market risk | Medium | The fund is inherently exposed to systematic risks affecting the broader U.S. stock market. |
| Concentration | High | The concentrated nature of the portfolio means performance can be significantly impacted by the results of a few individual holdings. |
| Tracking/expense | Medium | As an active fund, the expense ratio is higher than passive alternatives, requiring consistent alpha to outperform. |
| Liquidity | Low | The underlying assets are highly liquid, posing minimal liquidity risk to investors. |
| Business/sector quality | Low / none | The fund's core mission is to mitigate this risk by specifically selecting companies with high financial quality. |
Risk Analysis
Volatility
JGRW typically exhibits moderate volatility, generally in line with the large-cap growth sector, though its quality focus can dampen downside during market stress.
Market Risk
The fund is susceptible to broad economic downturns, interest rate fluctuations, and changes in investor risk appetite affecting the growth equity sector.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | Large-Cap Quality Growth Equities | 98 | This represents the core of the portfolio, focusing on profitable companies with high barriers to entry. |
| Cash/collateral | Cash and Cash Equivalents | 2 | This represents temporary liquidity held by the fund to manage redemptions or pending investments. |
Analysis of Past Performance
Type ETF | Historic Profit -3.66% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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