Timothy Plan Small-Cap Value A
1055 Maitland Center Commons Maitland FL 32759
Map
Phone: 800-846-7526
| Category: | Small Blend | | Fund Family: | Timothy Plan | | Net Assets: | 47.70M | | Year-to-Date Return: | 15.43% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Mar-94 |
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C. J. McDonald
Lead Manager since
03-Jan-06 | | | McDonald is a vice president and research group head of Westwood. McDonald holds the Chartered Financial Analyst designation. |
| 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 at least 80% in U.S. Small Cap stocks. Small Cap stocks refer to the common stock of smaller companies ? companies whose total market capitalization is generally less than $2 billion. It may invest in equity securities of foreign issuers in the form of American Depositary Receipts (?ADRs?). |
| Last Dividend
(19-Dec-07):
| 0.03 | | Last Cap Gain
(24-Dec-08):
| 0.07 | | Annual Holdings Turnover
| 110.16% | | Average for Category:
| 95.63% |
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| Expense | TPLNX | Category
Avg | | Total Expense Ratio: | 1.55%
| 1.40% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.37% | | Max Deferred Sales Load: | %
| 2.35% | | 3 Yr Expense Projection*: |
$ 1,030 | $614 | | 5 Yr Expense Projection*: |
$ 1,389 | $991 | | 10 Yr Expense Projection*: |
$ 2,457 | $1,998 |
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0.17% Nasdaq 0.00%
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