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  •  Dow Down 0.23% Nasdaq Down 0.27%

    Timothy Plan Large/Mid Cap Value I (TMVIX)

    19.21 Down 0.01(0.05%) Mar 26
    Prev Close:19.22
    YTD Return*:3.35%
    Net Assets*:175.98M
    Yield*:N/A

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for TMVIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    DOX2.6613.60
    SWKS2.4025.51
    AAP2.33-2.83
    SHW2.3310.84
    AVGO2.2628.26

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:175.98M
    Category:Large Blend
    Annual Report Expense Ratio (net):1.23%

    Performance & Risk

    YTD Return:3.35%
    5y Avg Return:15.86%
    Rank in Category (ytd):17
    % Rank in Category (ytd):1.03%
    Beta (3y):0.99
    Morningstar Risk Rating:3

    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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