Timothy Plan Fixed-Income A
1055 Maitland Center CommonsMaitland FL 32759
Map
Phone: 800-662-0201
| Category: | Intermediate-Term Bond | | Fund Family: | Timothy Plan | | Net Assets: | 57.70M | | Year-to-Date Return: | 1.99% | | Yield: | 3.11% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Jul-1999 |
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Mark C Luchsinger
Lead Manager since
30-Apr-2009 | | | Mark joined Barrow, Hanley, Mewhinney & Strauss, Inc.in 1997. He currently serves as a portfolio manager specializing in investment grade and high yield corporate bond strategies, and is analyst for basic materials, consumer and technology industries.
Mark holds the Chartered Financial Analyst designation. |
| 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 a high level of current income consistent with prudent investment risk.
The fund normally invests in a diversified portfolio of debt securities. It invests in corporate bonds, U.S. government and agency securities and convertible and preferred securities. The fund purchases investment grade securities rated BBB or better.It has adopted a non-fundamental investment policy that will invest at least 80% of assets in fixed income securities. |
| Last Dividend
(24-Dec-09):
| 0.08 | | Last Cap Gain
(30-Dec-05):
| 0.03 | | Annual Holdings Turnover
(18-Mar-10):
| 22.18% | | Average for Category:
| 198.44% |
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| Expense | TFIAX | Category
Avg | | Total Expense Ratio: | 1.20%
| 0.95% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.50%
| 4.16% | | Max Deferred Sales Load: | %
| 2.66% | | 3 Yr Expense Projection*: |
$ 864 | $45 | | 5 Yr Expense Projection*: |
$ 1,186 | $71 | | 10 Yr Expense Projection*: |
$ 2,143 | $142 |
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