Jensen: Introducing the Jensen Quality Growth ETF (NYSE: JGRW)

You are receiving this email as a registered member of Morningstar.com and have asked to receive features, products and services from third party companies. This is a paid advertisement from the sponsor. Email not displaying correctly? [View it in your browser](. Announcement The Jensen Quality Growth ETF (NYSE: JGRW) We're excited to launch JGRW, a high-conviction, U.S. large-cap ETF embodying our long-standing investment philosophy: - Focuses on high-quality companies with sustainable competitive advantages - Aims for long-term capital appreciation with potentially less risk than the overall securities markets over full market cycles - Actively managed by the Jensen Quality Growth investment team Key Features: - Concentrated portfolio of 25-35 high-quality U.S. companies - Emphasis on durability of profits - Rigorous, bottom-up selection process - Transparent structure Additional Benefits: - Tax-Efficient: ETF structure designed to potentially optimize after-tax returns - Competitive Fee: 0.57% Management Fee JGRW brings Jensen's established Quality Growth Strategy to the ETF market, offering a potentially more tax-efficient and cost-effective option for investors seeking exposure to high-quality U.S. companies. Learn More: Visit: [www.jenseninvestment.com/etf]( Call: 503.726.4384 DISCLOSURES: The Jensen Quality Growth ETF is distributed by Foreside Fund Services, LLC. Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For prospectus or summary prospectus with this and other information about the Fund, please visit our website at [www.jensenivestment.com/etf]( [.]( the prospectus carefully before investing. Investing involves risk including the possible loss of principal. Active management and selection risk: The risk that the securities selected by a fund s management will underperform the markets, the relevant indices, or the securities selected by other funds with similar investment objectives and investment strategies. The securities and sectors selected may vary from the securities and sectors included in the relevant index. Company size risk: The risk that investments in small- and/or medium-sized companies may be more volatile than those of larger companies because of limited financial resources or dependence on narrow product lines. Nondiversification risk: A nondiversified fund has the flexibility to invest as much as 50% of its assets in as few as two issuers with no single issuer accounting for more than 25% of the fund. The remaining 50% of its assets must be diversified so that no more than 5% of its assets are invested in the securities of a single issuer. Because a nondiversified fund may invest its assets in fewer issuers, the value of its shares may increase or decrease more rapidly than if it were fully diversified. New fund risk: The Fund is a newly organized, non-diversified management investment company with no operating history. In addition, there can be no assurance that the Fund will grow to, or maintain, an economically viable size, in which case the Board of Trustees of the Trust (the Board) may determine to liquidate the Fund. The Fund is an ETF. As with all ETFs, shares of the Fund may be bought and sold in the secondary market at market prices. The Fund s NAV is calculated at the end of each business day and fluctuates with changes in the market value of the Fund s holdings, while the trading price of the shares fluctuates continuously throughout trading hours on the Exchange, based on both the relative market supply of, and demand for, the shares and the underlying value of the Fund s holdings. As a result, although it is expected that the market price of the Fund s shares will approximate the Fund s NAV, there may be times when the market price of the Fund s shares is more than the NAV intra-day (premium)or less than the NAV intra-day (discount). This risk is heightened in times of market volatility or periods of steep market declines. Copyright 2024, All rights reserved. Our mailing address is: Jensen Investment Management 5500 MEADOWS RD STE 200 LAKE OSWEGO, OR 97035 [View online]( | [Unsubscribe]( from future Advertising Products and Features email | [Update]( your email preferences If you have questions about Morningstar.com or your membership, please send a note to joe@morningstar.com. [Click here]( to learn about Morningstar's privacy policy. © 2024 Morningstar, Inc. All Rights Reserved. 22 W. Washington St. Chicago, IL 60602