Jensen Global Quality Growth Fund
Shareclass
Jensen Global Quality Growth J (JGQSX)
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 holdings34
% of assets94%
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 PLC2.41%$1.6M
- 2. Mastercard Inc Class A2.18%$1.45M
- 3. Hermes International SA3.95%$2.63M
- 4. Accenture PLC Class A2.38%$1.59M
- 5. Nestle SA1.78%$1.18M
- 6. SAP SE4.19%$2.79M
- 7. Microsoft Corp7.58%$5.04M
- 8. Zoetis Inc Class A2.49%$1.66M
- 9. Adyen NV1.63%$1.08M
- 10. Compass Group PLC4.46%$2.97M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Constellation Software Inc2.2%$1.47M
- 2. Cadence Design Systems Inc2.74%$1.82M
- 3. Alimentation Couche-Tard Inc2.07%$1.38M
- 4. Copart Inc2.24%$1.49M
- 5. Amphenol Corp Class A2.17%$1.45M
- 6. MSCI Inc0.99%$657,484
- 7. Waste Management Inc1.57%$1.05M
- 8. Aon PLC Class A4.73%$3.15M
- 9. KLA Corp3.27%$2.18M
- 10. Broadridge Financial Solutions Inc1.89%$1.26M
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
$7.14M
11%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$10.27M
15%
Borders high risk
0
$0
0%
Total
4
$10.27M
15%
Holdings — 4 flagged holdings
1.
Microsoft Corp
:$5.04M
7.58%
2.
Alphabet Inc Class A
:$2.09M
3.14%
3.
Accenture PLC Class A
:$1.59M
2.38%
4.
Equifax Inc
:$1.55M
2.32%
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
Environment
Social
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