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Timothy Plan High Dividend Stock Enh ETF TPHE

Morningstar Medalist Rating
Medalist Rating as of | See Timothy Plan Investment Hub

Morningstar’s Analysis TPHE

Will TPHE outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TPHE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TPHE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TPHE’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Timothy Plan High Dividend Stock Enh ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TPHE

More TPHE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Kimberly-Clark Corp

1.48 993,661
Consumer Defensive

Otis Worldwide Corp Ordinary Shares

1.44 963,514
Industrials

Kinder Morgan Inc Class P

1.42 953,287
Energy

Waste Management Inc

1.39 930,188
Industrials

Williams Companies Inc

1.38 926,023
Energy

Southern Co

1.37 921,110
Utilities

Reinsurance Group of America Inc

1.37 916,816
Financial Services

Avery Dennison Corp

1.35 909,117
Consumer Cyclical

Illinois Tool Works Inc

1.32 886,756
Industrials

Intercontinental Exchange Inc

1.32 886,579
Financial Services