Skip to Content
Morningstar

Timothy Plan US Small Cap Core ETF TPSC

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

Morningstar’s Analysis TPSC

Will TPSC 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 TPSC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TPSC 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 TPSC’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 US Small Cap Core 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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TPSC

More TPSC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Russ 2000 Idx Fut Jun24

0.58 721,350
—

Kirby Corp

0.42 530,635
Industrials

Seaboard Corp

0.35 440,592
Industrials

Axis Capital Holdings Ltd

0.35 439,396
Financial Services

American States Water Co

0.35 439,240
Utilities

The Hanover Insurance Group Inc

0.35 435,311
Financial Services

MGIC Investment Corp

0.34 432,478
Financial Services

Brady Corp Class A

0.34 431,431
Industrials

J&J Snack Foods Corp

0.34 428,584
Consumer Defensive

MDU Resources Group Inc

0.34 427,270
Industrials