Jensen Global Quality Growth Fund
Shareclass
Jensen Global Quality Growth J (JGQSX)
Type
Open-end mutual fund
Manager
Gender equality score
58
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 161 out of 1,094 funds
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Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
11/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Jensen Global Quality Growth Fund JGQSX
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. AstraZeneca PLC2.42% of assets$1.5M invested
- 2. Diageo PLC1.11% of assets$690,211 invested
- 3. Marriott International Inc Class A1.33% of assets$828,452 invested
- 4. Mastercard Inc Class A2.19% of assets$1.36M invested
- 5. Accenture PLC Class A5.31% of assets$3.3M invested
- 6. PepsiCo Inc2.97% of assets$1.85M invested
- 7. Microsoft Corp6.87% of assets$4.27M invested
- 8. Hermes International SA3.74% of assets$2.33M invested
- 9. Verisk Analytics Inc0.89% of assets$553,614 invested
- 10. SAP SE4.3% of assets$2.68M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Constellation Software Inc1.99% of assets$1.24M invested
- 2. Alimentation Couche-Tard Inc0.84% of assets$521,318 invested
- 3. Copart Inc2.38% of assets$1.48M invested
- 4. Cadence Design Systems Inc1.49% of assets$925,417 invested
- 5. ASML Holding NV3.29% of assets$2.05M invested
- 6. Aon PLC Class A5.1% of assets$3.17M invested
- 7. KLA Corp2.02% of assets$1.25M invested
- 8. Broadridge Financial Solutions Inc1.88% of assets$1.17M invested
- 9. Canadian National Railway Co2.62% of assets$1.63M invested
- 10. Nike Inc Class B1.23% of assets$763,510 invested
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Financial performance
Performance data provided by
Find more financial data on JGQSX at Morningstar.com
Find more financial data on JGQSX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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