• FirefoxUpgrade to the new Firefox »
  •  Dow Up 1.31% Nasdaq Up 0.98%

    Timothy Plan Small Cap Value A (TPLNX)

    17.54 Up 0.20(1.15%) Jan 29
    Prev Close:17.34
    YTD Return*:4.95%
    Net Assets*:91.59M
    Yield*:N/A

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for TPLNX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    WSBC2.25-1.67
    SMTC2.161.78
    OMCL2.14-2.78
    JJSF2.13-0.99
    KAMN2.10-1.10

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:91.59M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.52%

    Performance & Risk

    YTD Return:4.95%
    5y Avg Return:17.30%
    Rank in Category (ytd):44
    % Rank in Category (ytd):5.97%
    Beta (3y):1.22
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term growth of capital, with a secondary objective of current income. The fund primarily invests at least 80% of the fund's total assets in U.S. Small Cap stocks. Small Cap stocks refer to the common stock of smaller companies - companies whose total market capitalization is less than $2 billion. It 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. It will not invest in Excluded Securities. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback