Jensen Quality Growth Fund
Shareclass
Jensen Quality Growth R (JENRX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Jensen Quality Growth Fund
FUND COVERAGE
# of holdings25
% of assets100%
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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 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. Procter & Gamble Co2.89%$156.38M
- 2. Mastercard Inc Class A4.47%$242.05M
- 3. Accenture PLC Class A0.5%$26.94M
- 4. Microsoft Corp10%$546.29M
- 5. McDonald's Corp2.12%$114.9M
- 6. Zoetis Inc Class A1.15%$62.39M
- 7. Intuit Inc3.72%$201.67M
- 8. Equifax Inc2.68%$145.03M
- 9. Stryker Corp5.76%$311.71M
- 10. Meta Platforms Inc Class A3.68%$199.04M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Cadence Design Systems Inc2.92%$158.17M
- 2. Veeva Systems Inc Class A1.66%$89.98M
- 3. Copart Inc2.69%$145.63M
- 4. Waste Management Inc3.02%$163.61M
- 5. KLA Corp4.36%$236.31M
- 6. Broadridge Financial Solutions Inc3.32%$179.63M
- 7. Apple Inc8.46%$458.28M
- 8. Eli Lilly and Co5.67%$307.18M
- 9. Marsh & McLennan Companies Inc5.95%$322.1M
- 10. NVIDIA Corp6.17%$333.91M
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 Quality Growth Fund
Totals
Holdings
Assets
Weight
Prisons
3
$1.03B
19%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$1.08B
20%
Borders high risk
0
$0
0%
Total
5
$1.2B
22%
Holdings — 5 flagged holdings
1.
Microsoft Corp
:$546.29M
10%
2.
Alphabet Inc Class A
:$365.27M
6.75%
3.
Equifax Inc
:$145.03M
2.68%
4.
McDonald's Corp
$114.9M
2.12%
5.
Accenture PLC Class A
:$26.94M
0.5%
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 Quality Growth Fund JENRX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer