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Timothy Plan Large/mid Cap Value Fund Class A (TLVAX)

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22.77 -0.17    -0.74%
27/12 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Timothy Plan
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 190.44M
Timothy Plan Large/Mid Cap Value A 22.77 -0.17 -0.74%

Timothy Plan Large/mid Cap Value Fund Class A Overview

 
Find basic information about the Timothy Plan Large/mid Cap Value Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add TLVAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US8874326072)
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Rating
1-Year Change3.15%
Prev. Close22.94
Risk Rating
TTM Yield0.40%
ROE21.55%
IssuerTimothy Plan
Turnover17%
ROA9.76%
Inception Date36355
Total Assets190.44M
Expenses1.23%
Min. Investment1,000
Market Cap43.97B
CategoryMid - Cap Blend
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1143 996 1303 1198 1729 2419
Fund Return 14.34% -0.43% 30.28% 6.21% 11.57% 9.24%
Place in category 130 389 292 80 67 104
% in Category 31 88 67 24 24 51

Top Equity Funds by Timothy Plan

  Name Rating Total Assets YTD% 3Y% 10Y%
  Timothy Plan Small Cap Value A 106.06M 4.29 2.78 7.17
  Timothy Plan Israel Common Values A 56.63M 18.18 -3.35 8.15

Top Funds for Mid-Cap Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Mid Cap Index Adm 67.61B 23.67 6.60 10.36
  Fidelity Extended Market Index Ins 44.55B 25.83 5.29 10.37
  Fidelity Mid Cap Index Fund Institu 39.65B 24.09 7.79 10.45
  Vanguard Extended Market Index Inst 37.25B 25.82 5.30 -
  Vanguard Extended Market Idx Adm 27.67B 25.77 5.26 10.36

Top Holdings

Name ISIN Weight % Last Change %
Timothy Plan US Large/Mid Cp Cr Enh ETF - 6.87 - -
Timothy Plan High Dividend Stock Enh ETF - 6.08 - -
  Chipotle Mexican Grill US1696561059 2.58 60.78 -1.12%
  O’Reilly Automotive US67103H1077 2.48 1,197.35 -0.78%
  Monolithic US6098391054 2.46 612.70 -1.15%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Sell Neutral
Technical Indicators Strong Sell Strong Sell Strong Buy
Summary Strong Sell Strong Sell Buy
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