Timothy Plan Large/Mid-Cap Value A
1055 Maitland Center Commons Maitland FL 32759
Map
Phone: 800-846-7526
| Category: | Large Blend | | Fund Family: | Timothy Plan | | Net Assets: | 78.96M | | Year-to-Date Return: | 20.44% | | Yield: | 0.31% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Jul-99 |
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Susan M. Byrne
Lead Manager since
01-May-06 | | | Byrne has served as chairman and chief investment officer since founding Westwood in 1983. She participates in the investment decision process during the portfolio team meetings in which the team decides the stock selection and weights for the model portfolio. She has authority to direct trading activity for the fund.Ms. Byrne has been an investment professional for over 35 years. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital growth; current income is secondary. The fund invests in U.S. common stocks. It will normally invest at least 80% of assets in companies whose total market capitalization exceeds $2 billion. |
| Last Dividend
(24-Dec-08):
| 0.03 | | Last Cap Gain
(24-Dec-08):
| 0.14 | | Annual Holdings Turnover
| 76.74% | | Average for Category:
| 78.74% |
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| Expense | TLVAX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.50%
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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1.27% Nasdaq 0.00%
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