Trust for Professional Managers Jensen Quality Growth ETF (ARCA: JGRW)

最新ニュース Trust for Professional Managers Jensen Quality Growth ETF (ARCA:JGRW)

Under normal circumstances, the Fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies meeting the criteria for quality and growth as determined by the Fund's investment adviser, Jensen Investment Management, Inc. (the Adviser).

Jensen Quality Growth ETF

Trust for Professional Managers Jensen Quality Growth ETF

President Trump's push for tariffs with America's trading partners, only about a week old, is already having a big impact on the financial markets.
On February 1, President Trump said he was triggering the International Emergency Economic Powers Act due to "the extraordinary threat posed by illegal aliens and drugs, including deadly fentanyl."
Until the crisis passes, President Trump slapped a 25% additional tariff on imports from Canada and Mexico and a 10% additional tariff on imports from China. Energy resources from Canada will have a lower 10% tariff.
Some of those tariffs have been suspended after negotiations between the US and Mexico, though it's unclear how long that will last, as neither country agreed to anything they weren't already doing. In the meantime, the expanded tariff skirmishes are having a big effect on the US stock market.
But here are four market sectors that are virtually "tariff-proof."
According to<a href="https://www.jpmorgan.com/markets/etrading-trends?source=cib_de_tr_etrading980225"> JPMorgan Chase's 2025 E-Trading Insights</a>, most traders worldwide say that tariffs (and inflation) are the most significant market impactors in 2025.
"Tariffs aren't simply random taxes on imports—they're a political and monetary strategy," said James Francis, CEO at Paradigm Asset Management. "Right now, the Trump management is slapping price lists on Chinese items, elevating prices on the whole lot from metallic to semiconductors."
What does this suggest for the inventory marketplace? Volatility, for starters.&nbsp;
"When price lists pass up, corporations that depend on imports see their prices rise," Francis noted. "Some companies skip the prices directly to consumers, even as others take the hit of their earnings margins. Either way, it creates uncertainty, and buyers tend to get nervous."
[<a href="https://www.benzinga.com/premium/ideas/benzinga-edge/?utm_source=WebRD-0210&amp;el=ResearchDaily&amp;he={{email}}&amp;adt_ei={{email}}">The Simplest Way to Find Stocks With Actionable Setups</a>]
<h2 class="wp-block-heading">Four "Immune" Sectors</h2>
On the upside, some industries have historically been immune to tariffs and trade wars. Here's a snapshot of three sectors that should be safe right now.
Select technology plays. &#8220;To avoid tariff turbulence, focus on industries that don&#8217;t import a lot of goods from abroad," said Rich Smith, a contributing analyst at The Motley Fool.
For example, the technology sector may be one walled-off sector.
"Software code can be created without the importation of significant quantities of widgets from abroad, and so should be insulated from tariffs risk," Smith notes. "Simultaneously, tech stocks could be at risk from retaliatory measures by countries responding to American tariffs. For example, China reportedly responds to US tariffs by investigating Alphabet over ostensible antimonopoly concerns."
Microsoft (MSFT) could be one sector stock that offers some tariff insurance. "Microsoft makes its cash from software programs, cloud computing, and company offerings," Francis said. "They don't depend as much on imported items, making the company surprisingly secure from change disruptions."
Utilities. Another relatively safe sector is utilities, particularly energy utilities that produce power from American-sourced oil and gas.
"Bargains might be easier to find here than in the red-hot tech sector," Smith added. "Investors might look at something like Dominion Energy (D), for example. At less than 21 times earnings, it&#8217;s cheaper than most S&amp;P stocks, and Dominion pays a strong 4.7% dividend yield. Wall Street analysts have the stock pegged for a 23% earnings growth next year, which implies the valuation might be cheap. And Dominion&#8217;s dividend yield is about three times the average yield on the S&amp;P to boot."
NextEra Energy (NEE) could be a safe play. "As a primary software issuer focusing on renewable energy, NextEra doesn't rely upon overseas imports," Francis said. "People will continually want electricity, making this a solid alternative no matter price lists."
Auto stocks. Select global auto markets may be safe, too. Automakers who don't manufacture in North America will see some upside. "That includes Chinese auto manufacturers who are increasingly exporting vehicles to other countries," said Tony Pelli, practice director at BSI Americas in London, UK.&nbsp;&nbsp;
One prison stock. Private prisons seem to be favored by the Trump administration, as they fit the "law and order" vibe from 1600 Pennsylvania Avenue and are cheaper to work with than public prisons.
"Right now, the best stock to invest in that appears to be immune to tariffs is GEO Group (GEO)," said Alejandro Zambrano, chief market strategist at the online trading services provider ThinkMarkets. "The private prison company draws most of its revenue from the USA, and Trump's deportation plans have not faced criticism internally or externally. It's also a play we have been bullish on since before the election."
<h2 class="wp-block-heading">Keep Your Eyes on the Ball – and Not On Tariffs</h2>
No doubt, tariffs are shaking things up on Wall Street; however, that doesn't mean investors are helpless.
"By specializing in industries which are much less uncovered to tariff change wars—like technology, utilities, and healthcare—you may decrease hazard and preserve your portfolio steady," Francis noted.
Trade guidelines might also change, but that's okay, too. "Keep your eye on long-time period growth, diversify wisely, and don't permit short-time period headlines dictate your decisions," Francis advised.
Every market day, Benzinga Edge readers get a stock pick setting up for an interesting technical move. Today, you can get access to the stocks making new breakouts, breakdowns, and other tradeable setups, <a href="https://www.benzinga.com/premium/ideas/benzinga-edge/?utm_source=WebRD-0210&amp;el=ResearchDaily&amp;he={{email}}&amp;adt_ei={{email}}">Right Here.</a>
Image via Dall-E 3

Opinion

Trading Ideas

4 "Tariff-Proof" Sectors to Buy for 2025

American shoppers and small businesses are feeling the immediate impact of new tariffs imposed by President Donald Trump, which removed the long-standing <a href="https://www.benzinga.com/news/global/25/02/43423781/trumps-trade-tariffs-to-close-e-commerce-loophole-favoring-chinese-online-retailers">$800 duty-free exemption</a> for low-cost imports from China. A few days after the change was implemented, customers who ordered from websites like Shein, Temu, and I.Am.Gia started receiving unexpected import duty notices from shipping firms, including United Parcel Service (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) and DHL, often totaling nearly as much as the items themselves.
<h2 class="wp-block-heading">Surprise Fees on Low-Cost Orders</h2>
Many shoppers who were used to buying inexpensive clothing and household items from Chinese retailers are now being asked to pay additional duties and handling fees before receiving their packages. Some of these charges range from $20 to over $50, with DHL and UPS requiring payment within days or threatening to return the packages to the sender.
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For instance, <a href="https://www.reuters.com/business/retail-consumer/trumps-tariffs-china-bite-us-bargain-hunting-online-shoppers-2025-02-06/">Reuters reported</a> that a college student who ordered a $65 top from Australian brand I.Am.Gia was shocked to find a $45 import duty notice from DHL. Her father initially suspected it was a scam before realizing the fees were real. Another shopper was told to pay nearly $40 in additional fees for a $197 Shein order. Many others have shared similar experiences on social media, according to news outlets.
<h2 class="wp-block-heading">Small Businesses Hit Hard</h2>
<a href="https://www.wired.com/story/tariffs-china-prices-fees-shein-temu/">According to Wired</a>, the tariffs have also created chaos for small businesses that rely on Chinese suppliers or ship products across borders. Leslie Brown, who runs a secondhand clothing business in Canada, said she's stuck with $30,000 worth of inventory she can't move across the U.S. border due to the sudden tariff hike. Similarly, Miguel Schraeder, who sells board game accessories, saw his U.S. customers slapped with unexpected import duties, sometimes exceeding the value of the products themselves.
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Some small business owners have temporarily halted U.S. sales, unable to absorb or pass on the costs to customers. Meanwhile, logistics carriers like DHL Hong Kong and the Hongkong Post have announced they will stop accepting individual packages bound for the U.S. due to the new trade rules, according to media reports.&nbsp;
<h2 class="wp-block-heading">Shipping Companies Slow to Clarify Policies</h2>
Because of the abrupt enforcement of the tariffs, major couriers have been slow to provide clear policies on fees and procedures. The <a href="https://www.benzinga.com/trading-ideas/movers/25/02/43504848/usps-resumes-accepting-china-shipments-amid-new-tariffs">U.S. Postal Service briefly suspended</a> all package deliveries from China and Hong Kong before reversing course. UPS has warned of potential delays and removed its service guarantee for packages coming from China, while FedEx (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>) has not made a public statement on new fees or delays.
Some retailers, like Qwertykeys, have paused their shipments altogether, as DHL is now requiring a 50% tariff deposit plus a $21 processing fee per package.
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News

U.S. Shoppers And Businesses Shocked By High UPS And DHL Import Duty Fees As China Tariffs Kick In

Norfolk Southern (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>) has outperformed the market over the past 20 years by 4.23% on an annualized basis producing an average annual return of 12.57%. Currently, Norfolk Southern has a market capitalization of $56.38 billion. 
Buying $1000 In NSC: If an investor had bought $1000 of NSC stock 20 years ago, it would be worth $10,590.99 today based on a price of $249.10 for NSC at the time of writing.
<h3>Norfolk Southern's Performance Over Last 20 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1738971916_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $1000 In This Stock 20 Years Ago, You Would Have This Much Today

Commercial Metals (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMC#NYSE">CMC</a>) has outperformed the market over the past 10 years by 1.55% on an annualized basis producing an average annual return of 12.69%. Currently, Commercial Metals has a market capitalization of $5.64 billion. 
Buying $1000 In CMC: If an investor had bought $1000 of CMC stock 10 years ago, it would be worth $3,418.04 today based on a price of $49.63 for CMC at the time of writing.
<h3>Commercial Metals's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1738971010_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$1000 Invested In Commercial Metals 10 Years Ago Would Be Worth This Much Today

Barrington Research analyst Gary Prestopino maintains DHI Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHX#NYSE">DHX</a>) with a Outperform and maintains $7 price target.

Price Target

Analyst Ratings

Barrington Research Maintains Outperform on DHI Group, Maintains $7 Price Target

Macquarie analyst Chad Beynon maintains Hilton Worldwide Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HLT#NYSE">HLT</a>) with a Neutral and raises the price target from $248 to $260.

Macquarie Maintains Neutral on Hilton Worldwide Holdings, Raises Price Target to $260

TD Securities analyst Vince Valentini maintains BCE (TSX:<a class="ticker" href="https://www.benzinga.com/stock/BCE#TSX">BCE</a>) with a Hold and raises the price target from C$31 to C$33.

TSX:BCE

TD Securities Maintains Hold on BCE, Raises Price Target to C$33

TD Securities analyst Vince Valentini maintains Thomson Reuters (TSX:<a class="ticker" href="https://www.benzinga.com/stock/TRI#TSX">TRI</a>) with a Hold and raises the price target from C$250 to C$260.

TSX:TRI

TD Securities Maintains Hold on Thomson Reuters, Raises Price Target to C$260

Citigroup analyst Ronald Josey maintains Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) with a Buy and lowers the price target from $275 to $273.

AMZN

Citigroup Maintains Buy on Amazon.com, Lowers Price Target to $273

Citigroup analyst David Lebowitz initiates coverage on Viking Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VKTX#NASDAQ">VKTX</a>) with a Neutral rating and announces Price Target of $38.

Initiation

VKTX

Citigroup Initiates Coverage On Viking Therapeutics with Neutral Rating, Announces Price Target of $38

Citigroup analyst David Lebowitz initiates coverage on Cytokinetics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CYTK#NASDAQ">CYTK</a>) with a Buy rating and announces Price Target of $86.

CYTK

Citigroup Initiates Coverage On Cytokinetics with Buy Rating, Announces Price Target of $86

Citigroup analyst Andrew Kaplowitz initiates coverage on Parker Hannifin (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PH#NYSE">PH</a>) with a Buy rating and announces Price Target of $795.

Citigroup Initiates Coverage On Parker Hannifin with Buy Rating, Announces Price Target of $795

Maxim Group analyst Naz Rahman maintains Viking Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VKTX#NASDAQ">VKTX</a>) with a Buy and lowers the price target from $120 to $70.

Maxim Group Maintains Buy on Viking Therapeutics, Lowers Price Target to $70

Maxim Group analyst Tom Forte maintains Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) with a Buy and raises the price target from $260 to $280.

Maxim Group Maintains Buy on Amazon.com, Raises Price Target to $280

Lake Street analyst Jaeson Schmidt maintains Lantronix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LTRX#NASDAQ">LTRX</a>) with a Buy and lowers the price target from $6 to $5.

LTRX

Lake Street Maintains Buy on Lantronix, Lowers Price Target to $5

Lake Street analyst Eric Martinuzzi maintains QuinStreet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QNST#NASDAQ">QNST</a>) with a Hold and raises the price target from $25 to $27.

QNST

Lake Street Maintains Hold on QuinStreet, Raises Price Target to $27

Lake Street analyst Ben Klieve maintains Bioceres Crop Solutions (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIOX#NASDAQ">BIOX</a>) with a Buy and lowers the price target from $13 to $8.

BIOX

Lake Street Maintains Buy on Bioceres Crop Solutions, Lowers Price Target to $8

Loop Capital analyst Garik Shmois maintains Advanced Drainage Systems (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMS#NYSE">WMS</a>) with a Buy and lowers the price target from $170 to $160.

Loop Capital Maintains Buy on Advanced Drainage Systems, Lowers Price Target to $160

Loop Capital analyst Gary Mobley maintains Monolithic Power Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MPWR#NASDAQ">MPWR</a>) with a Buy and raises the price target from $660 to $760.

MPWR

Loop Capital Maintains Buy on Monolithic Power Systems, Raises Price Target to $760

Loop Capital analyst Yun Kim maintains Qualys (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QLYS#NASDAQ">QLYS</a>) with a Hold and lowers the price target from $150 to $140.

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Trust for Professional Managers Jensen Quality Growth ETF

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