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  •  Dow Up 0.03% Nasdaq Up 0.29%

    Timothy Plan Large/Mid Cap Value I (TMVIX)

    18.93 Up 0.13(0.69%) Jan 26
    Prev Close:18.80
    YTD Return*:11.29%
    Net Assets*:167.70M
    Yield*:N/A

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for TMVIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SWKS2.890.84
    DOX2.79-0.31
    AVGO2.34-0.50
    DPS2.33-0.11
    SIVB2.12-0.81

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:167.7M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.23%

    Performance & Risk

    YTD Return:11.29%
    5y Avg Return:15.02%
    Rank in Category (ytd):54
    % Rank in Category (ytd):3.44%
    Beta (3y):1.06
    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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