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The Jensen U.S. Quality Index ETF is a passive fund that tracks the Jensen U.S. Quality Index. The index selects the 100 largest U.S. companies that have generated at least a 15% return on equity for 10 consecutive fiscal years, emphasizing consistent profitability and financial quality. The market-cap-weighted portfolio is rebalanced semiannually and is currently concentrated in the technology sector. The ETF will primarily replicate the index, with limited sampling flexibility to improve tracking efficiency.
At a glance
- Beat
- Filings
- Issuer
- Jensen Investment Management
- Region
- United States
- Filed
- 17 July 2026
Source: SEC Filings
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