Dow Down 0.71% Nasdaq Down 0.08%

Timothy Plan Large/Mid Cap Value I (TMVIX)

16.82 Up 0.07(0.42%) May 27
Prev Close:16.82
YTD Return*:2.02%
Net Assets*:173.65M
Yield*:N/A

* As of 30-Apr-16

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for TMVIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
DOX2.99N/A
GD2.98N/A
MKC2.68N/A
DPS2.55N/A
AVGO2.54N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:173.65M
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):1.18%

Performance & Risk

YTD Return:2.02%
5y Avg Return:8.84%
Rank in Category (ytd):57
% Rank in Category (ytd):12.93%
Beta (3y):0.79
Morningstar Risk Rating:2

Fund Summary

The investment seeks long-term growth of capital, with a secondary objective of current income. The fund normally invests in U.S. common stocks. It will normally invest at least 80% of the fund's total assets in companies whose total market capitalization exceeds $2 billion. The fund invests using a value investing style. Value funds typically emphasize stocks whose prices are below average in relation to such measures as earnings and book value; these stocks often have above-average dividend yields. View More
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