Jensen Global Quality Growth Fund
Shareclass
Jensen Global Quality Growth I (JGQIX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Jensen Global Quality Growth Fund
FUND COVERAGE
# of holdings32
% of assets92%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
11 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC2.6%$1.83M
- 2. Mastercard Inc Class A2.08%$1.47M
- 3. Hermes International SA4.09%$2.88M
- 4. Nestle SA1.16%$818,252
- 5. SAP SE3.32%$2.33M
- 6. Microsoft Corp7.75%$5.46M
- 7. Zoetis Inc Class A2.21%$1.56M
- 8. Adyen NV2.13%$1.5M
- 9. Compass Group PLC3.52%$2.48M
- 10. Intuit Inc2.71%$1.91M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Cadence Design Systems Inc2.95%$2.08M
- 2. Alimentation Couche-Tard Inc2.2%$1.55M
- 3. Copart Inc1.94%$1.37M
- 4. Amphenol Corp Class A0.56%$397,238
- 5. MSCI Inc0.92%$646,847
- 6. Waste Management Inc1.95%$1.38M
- 7. Aon PLC Class A4.62%$3.26M
- 8. KLA Corp3.45%$2.43M
- 9. Broadridge Financial Solutions Inc1.75%$1.23M
- 10. Eli Lilly and Co3.57%$2.51M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Jensen Global Quality Growth Fund
Totals
Holdings
Assets
Weight
Prisons
2
$8.34M
12%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$9.87M
14%
Borders high risk
0
$0
0%
Total
3
$9.87M
14%
Holdings — 3 flagged holdings
1.
Microsoft Corp
:$5.46M
7.75%
2.
Alphabet Inc Class A
:$2.89M
4.1%
3.
Equifax Inc
:$1.53M
2.17%
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 JGQIX
Environment
Social
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