Jensen Investment Management Expands ETF Lineup with First Passive Fund Built on Proprietary Benchmark Focused on Sustained Company Profitability
Business Wire•30/09/2026•12:00 ET
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Key Highlights
- ➤Jensen Investment Management launches first passive ETF, Jensen U.S. Quality Index ETF (JQTY)
- ➤JQTY requires at least 15% ROE for each of the previous ten fiscal years
- ➤Fewer than 315 U.S. companies qualify for JQTY’s quality universe at launch
- ➤JQTY selects the 100 largest qualifying companies by free float market capitalization
- ➤JQTY charges a 0.25% expense ratio and rebalances semiannually
Expert Statements
Allen Bond, Managing Director, Head of Research & Portfolio Manager at Jensen Investment Management
“A single strong year doesn't tell you whether a business is built to last. Since our founding in 1988, we've identified companies that we believe can compound shareholder value across economic cycles, and once a company earns its place in our quality universe, it rarely leaves. That kind of durability is rare, and it's difficult to see in a single snapshot of a company's financials. JQTY is built on it.”
Richard Clark, Managing Director at Jensen Investment Management
“Investors have long known Jensen for a consistent, disciplined definition of quality, and JQTY extends that discipline to a new set of investors. Those who prefer a rules-based approach now have a transparent, tax-efficient way to own the largest companies that meet our standard, alongside our actively managed Quality Growth strategy.”
Jensen Investment Management Expands ETF Lineup with First Passive Fund Built on Proprietary Benchmark Focused on Sustained Company Profitability
* Tracks: Jensen U.S. Quality Index, independently calculated and administered by VettaFi
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