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Timothy Plan Large/Mid Cap Value A (TLVAX)

21.74
-0.90
(-3.98%)
At close: 8:02:16 PM EDT
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  • Previous Close 22.64
  • YTD Return 2.39%
  • Expense Ratio 1.29%
  • Category Mid-Cap Blend
  • Last Cap Gain 34.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 333.29M
  • Beta (5Y Monthly) 0.91
  • Yield 0.44%
  • 5y Average Return --
  • Holdings Turnover 34.00%
  • Last Dividend 0.11
  • Inception Date Feb 3, 2004

The fund normally invests in U.S. common stocks. It will normally invest at least 80% of its 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.

Timothy Plan

Fund Family

Mid-Cap Blend

Fund Category

333.29M

Net Assets

2004-02-03

Inception Date

Performance Overview: TLVAX

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Trailing returns as of 4/1/2025. Category is Mid-Cap Blend.

YTD Return

TLVAX
2.39%
Category
17.04%
 

1-Year Return

TLVAX
6.81%
Category
50.44%
 

3-Year Return

TLVAX
7.37%
Category
13.15%
 

5-Year Return

TLVAX
12.41%
Category
13.75%
 

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Holdings: TLVAX

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Sector Weightings

SectorTLVAX
Technology   25.68%
Industrials   14.41%
Utilities   9.50%
Healthcare   8.50%
Energy   6.04%
Real Estate   4.23%

Recent News: TLVAX

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Research Reports: TLVAX

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