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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

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Portfolio Holdings TPSC

More TPSC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Russ 2000 Idx Fut Jun24

0.65 811,680
—

Kirby Corp

0.41 518,800
Industrials

MGIC Investment Corp

0.35 444,389
Financial Services

J&J Snack Foods Corp

0.35 442,952
Consumer Defensive

Axis Capital Holdings Ltd

0.35 441,191
Financial Services

The Hanover Insurance Group Inc

0.35 439,109
Financial Services

American States Water Co

0.35 438,729
Utilities

Seaboard Corp

0.35 434,827
Industrials

Brady Corp Class A

0.34 431,135
Industrials

Spire Inc

0.34 426,066
Utilities