About JGQSX
Jensen Global Quality Growth Fund Class J is an open-end mutual fund focused on delivering long-term capital appreciation through investments in high-quality, large-cap companies worldwide. Managed by Jensen Investment Management, the fund adopts a high-conviction, active approach, selecting holdings from businesses with a proven track record of persistently high returns on shareholder equity, strong competitive advantages, and robust free cash flow. Positioned within the global large-stock growth category, the fund's portfolio is diversified across major sectors, with a notable emphasis on technology, communication services, financial services, and consumer cyclical companies. Top holdings have included well-established global leaders such as Microsoft, Taiwan Semiconductor Manufacturing, Alphabet, Accenture, and SAP. The fund typically maintains a focused portfolio, often with a significant allocation concentrated in its top ten holdings. Since its inception in 2020, Jensen Global Quality Growth Fund Class J has aimed to deliver stable, quality-driven growth while managing risk through disciplined security selection and ongoing portfolio oversight, serving investors seeking exposure to resilient, high-performing global equities.
Fund Family Jensen
Category Global Large-Cap Core
Performance Rating Average
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol JGQSX
Share Class - J Shares
Index MSCI AC World NR USD
JGQSX had a total return of 4.89% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.90%.
