Timothy Plan Large/Mid-Cap Growth A
1055 Maitland Center Commons Maitland FL 32759
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Phone: 800-662-0201
| Category: | Large Growth | | Fund Family: | Timothy Plan | | Net Assets: | 36.09M | | Year-to-Date Return: | 22.60% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Oct-00 |
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John A. Heffern
Lead Manager since
17-Jan-08 | | | Heffern is managing partner and senior portfolio manager of Chartwell. He has worked in investment management since 1988 and has been with Chartwell since 2005. Prior to that, Heffern was vice president and portfolio manager with Delaware Investments, his employer since 1997. Previously, he served as a senior vice president of equity research with NatWest Securities Corp. Heffern also served as a principal and senior regional bank analyst for Alex, Brown & Sons. |
| 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 growth of capital. The fund primarily invests in equity securities with market capitalization in excess of $2 billion. It invests at least 80% of assets in a portfolio of securities which includes a broadly diversified number of U.S. equity securities that the investment manager believes show a high probability of superior prospects for above average growth. |
| Last Dividend
(28-Dec-00):
| 0.00 | | Last Cap Gain
(24-Dec-08):
| 0.01 | | Annual Holdings Turnover
| 176.94% | | Average for Category:
| 101.52% |
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| Expense | TLGAX | Category
Avg | | Total Expense Ratio: | 1.60%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 1,045 | $658 | | 5 Yr Expense Projection*: |
$ 1,416 | $1,028 | | 10 Yr Expense Projection*: |
$ 2,517 | $2,035 |
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1.75% Nasdaq 
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