JGQYX – Jensen Global Quality Growth Y Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in U.S. and foreign equity securities of companies meeting the criteria for quality and growth as determined by the Adviser. The Adviser considers a company to be a “growth” company if it is determined by the Adviser to have above-average potential for growth in revenue, earnings, or cash flow. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JGQSX	Jensen Global Quality Growth Fund J Shares	No Load	Open			Apr 15, 2020	$2.20M	1.250%	High	$2,500	−$383,308.04
JGQYX	Jensen Global Quality Growth Fund Y Shares	Institutional	Open			Apr 15, 2020	$72.62M	1.000%	High	$1M	$6.39M
JGQIX	Jensen Global Quality Growth Fund I Shares	Institutional	Open			Apr 15, 2020	$3.46M	1.020%	High	$250,000	$141,417.57

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