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    Timothy Plan Defensive Strategies A (TPDAX)

    11.60 Up 0.04(0.35%) Jan 26

    Profile as of Dec 30, 2014Get Profile for:
    Timothy Plan Defensive Strategies A
    Timothy Plan1055 Maitland Center CommonsMaitland, FL 32759
    Phone: 800-662-0201
    Fund Overview 
    Category:Moderate Allocation
    Fund Family:Timothy Plan
    Net Assets:68.61M
    Year-to-Date Return:3.85%
    Morningstar Rating:1 stars
    Fund Inception Date:Nov 4, 2009
    Morningstar Style Box 
    Moderate Allocation
    [View Category Definition]
    View Top Moderate Allocation Funds
    About the Morningstar Style Box
    Management Information 
    Damon Andres
    Lead Manager since Aug 6, 2010
    Andres is a vice president and portfolio manager with Delaware Investments, his employer since 1994. He has been on the REIT fund team since 1997. Prior to joining the firm, he provided investment consulting services as a Consulting Associate with Cambridge Associates, Inc. in Arlington Virginia. Andres holds the Chartered Financial Analyst designation.
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:50
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:50
    TPDAX can be purchased from 48 brokerages.

    Fund Summary 
    The investment seeks the protection of principal through aggressive, proactive reactions to prevailing economic conditions. The fund invests varying percentages of the total assets in Real Estate Investment Trusts, Commodities-based Exchange Traded Funds (ETFs), Treasury-Inflation Protection Securities, cash and cash equivalents. It may, from time to time, take temporary defensive positions that are inconsistent with the fund's principal investment strategies by taking large, small, or even no position in any one or more of the Asset Classes in attempting to respond to adverse market, economic, political, or other conditions. The fund is non-diversified.

    Fund Operations 
    Last Dividend (Dec 21, 2014) : 0.12
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jan 21, 2015) : 24.00%
    Average for Category:46.41%
    Fees & Expenses 
    ExpenseTPDAXCategory Avg
    Annual Report Expense Ratio (net):1.28%0.94%
    Prospectus Net Expense Ratio:1.59%N/A
    Prospectus Gross Expense Ratio:1.59%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:5.50%5.26%
    Max Deferred Sales Load: N/A2.42%
    3 Yr Expense Projection*:1,024568
    5 Yr Expense Projection*:1,368865
    10 Yr Expense Projection*:2,3351,724
    * Per $10,000 invested