Quality Value Fund Update: Q4 2023

January 2024
Headshot of Jensen employee Kurt Havnaer
Kurt M. Havnaer, CFA
Portfolio Manager

Click here for a current Fund prospectus.

Mutual fund investing involves risk, and principal loss is possible. The Fund invests in mid- and smaller-capitalization companies, which involve additional risks such as limited liquidity and greater volatility. Value stocks have a lower expected growth rate in earnings and sales than growth stocks.

Click here for Jensen Quality Value Fund performance, including the 5 year upside/downside capture. Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. All returns include the reinvestment of dividends and capital gains. To obtain updated performance information that is current as of the most recent month end, please call 1-800-992-4144 or visit www.jenseninvestment.com.

The Jensen Quality Value Fund is distributed by Quasar Distributors, LLC.