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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.57% 0.14% 116.54M 55728.53
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.77% -- 44.47M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. It is an actively-managed ETF that invests at least 80% of its net assets in equity securities of approximately 25 to 30 companies meeting the criteria for quality and growth as determined by the Fund's investment adviser, Jensen Investment Management, Inc.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Jensen Investment Management
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
--
--
4.45%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
16.63%
--
--
--
28.97%
-19.37%
24.74%
19.96%
10.83%
--
--
9.65%
26.09%
-9.97%
13.72%
18.07%
11.70%
--
--
--
29.19%
-21.46%
29.80%
25.87%
16.32%
--
--
--
--
--
24.51%
19.16%
15.94%
As of December 19, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash -1.46%
Stock 98.74%
Bond 0.59%
Convertible 0.00%
Preferred 0.00%
Other 2.14%
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. It is an actively-managed ETF that invests at least 80% of its net assets in equity securities of approximately 25 to 30 companies meeting the criteria for quality and growth as determined by the Fund's investment adviser, Jensen Investment Management, Inc.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Core
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Core Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Jensen Investment Management
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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