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Timothy Plan Small/Mid Cap Growth Cl I (TIAGX)

9.95
-0.57
(-5.42%)
At close: April 4 at 8:02:16 PM EDT
Loading Chart for TIAGX
  • Previous Close 10.52
  • YTD Return -13.93%
  • Expense Ratio 1.24%
  • Category Mid-Cap Growth
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 70.83M
  • Beta (5Y Monthly) 1.28
  • Yield 0.49%
  • 5y Average Return --
  • Holdings Turnover 95.00%
  • Last Dividend 0.06
  • Inception Date Aug 1, 2013

The fund seeks to achieve its investment strategy by normally investing at least 80% of the fund’s total assets in stocks of small and mid-cap companies. The adviser considers small and mid-cap companies to be companies that, at the time of investment, have market capitalizations within the range of market capitalization of the companies appearing in the Russell MidCap Growth® Index. The fund invests its assets in the securities of a limited number of companies, which the fund's investment manager believes show a high probability for superior growth.

Timothy Plan

Fund Family

Mid-Cap Growth

Fund Category

70.83M

Net Assets

2013-08-01

Inception Date

Performance Overview: TIAGX

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Trailing returns as of 4/3/2025. Category is Mid-Cap Growth.

YTD Return

TIAGX
13.93%
Category
10.80%
 

1-Year Return

TIAGX
8.43%
Category
48.17%
 

3-Year Return

TIAGX
4.45%
Category
21.26%
 

5-Year Return

TIAGX
14.55%
Category
20.18%
 

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Holdings: TIAGX

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Sector Weightings

SectorTIAGX
Industrials   27.07%
Technology   26.78%
Healthcare   11.61%
Energy   4.66%
Utilities   3.55%
Real Estate   2.38%

Recent News: TIAGX

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Research Reports: TIAGX

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