Timothy Plan Small Cap Value C (TSVCX)
15.43
0.26(1.66%) May 22
| Prev Close: | 15.69 |
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| YTD Return*: | 11.01% |
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| Net Assets*: | 58.59M |
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| Yield*: | N/A |
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* As of 28-Feb-13
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Headlines
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Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 58.59M |
| Category: | Small Blend |
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| Annual Report Expense Ratio (net): | 2.34% |
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Performance & Risk
| YTD Return: | 11.01% |
| 5y Avg Return: | 5.11% |
| Rank in Category (ytd): | 3 |
| % Rank in Category (ytd): | 0.43% |
| Beta (3y): | 1.23 |
| Morningstar Risk Rating: | 2 |
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. The fund may invest in equity securities of foreign issuers in the form of American Depositary Receipts (ADRs).
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