Timothy Plan Conservative Growth C
1055 Maitland Center Commons Maitland FL 32759
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Phone: 800-662-0201
| Category: | Moderate Allocation | | Fund Family: | Timothy Plan | | Net Assets: | 7.31M | | Year-to-Date Return: | 16.49% | | Yield: | 0.87% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Feb-04 |
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Arthur D Ally
Lead Manager since
02-Oct-00 | | | Ally is primarily responsible for the day-to-day management of the Portfolios. He is President and Chairman of the Trust, as well as President and 75% shareholder of Covenant Funds. Ally founded and has provided his services to the Timothy Plan continuously since 1994, drawing from twenty-six years experience in the investment industry as an employee of Prudential Bache, Shearson Lehman Brothers and Investment Management & Research. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks moderate levels of long-term capital growth. Current income is a secondary objective. The fund normally invests 75% of assets in other Timothy Plan funds. It invests 5-15% of assets in the Small-Cap Value fund, 15-25% of assets in the Large/Mid-Cap Value fund, 5-15% of assets in the Large/Mid-Cap Growth fund, 20-40% of assets in Fixed Income Fund, 0-10%of asset in the Aggressive Growth fund,5-15%of asset in aggressive Growth, 0-10 % of asset in High Yield Bond Fund and 10-20% of asset in International Fund The fund normally will invest its remaining cash, if any, in Timothy Plan Money Market Fund. |
| Last Dividend
(29-Dec-08):
| 0.07 | | Last Cap Gain
(29-Dec-08):
| 0.38 | | Annual Holdings Turnover
| 25.72% | | Average for Category:
| 81.32% |
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| Expense | TCVCX | Category
Avg | | Total Expense Ratio: | 3.24%
| 1.02% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | 1.00%
| 2.73% | | 3 Yr Expense Projection*: |
$ 1,049 | $631 | | 5 Yr Expense Projection*: |
$ 1,830 | $951 | | 10 Yr Expense Projection*: |
$ 4,151 | $1,858 |
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