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  •  Dow Down 0.67% Nasdaq Down 0.31%

    Timothy Plan Large/Mid Cap Value I (TMVIX)

    19.43 Down 0.08(0.41%) Mar 3
    Prev Close:19.43
    YTD Return*:-0.96%
    Net Assets*:168.05M
    Yield*:N/A

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for TMVIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SWKS2.8912.80
    DOX2.792.90
    AVGO2.341.82
    DPS2.339.51
    SIVB2.120.61

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:168.05M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.23%

    Performance & Risk

    YTD Return:-0.96%
    5y Avg Return:15.58%
    Rank in Category (ytd):2
    % Rank in Category (ytd):0.12%
    Beta (3y):1.01
    Morningstar Risk Rating:4

    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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