Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Timothy Plan Mutual Funds
View all of Timothy Plan’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Timothy Plan Funds List
Share Class Type
1 to 25 of 36 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Timothy Plan Large/Mid Cap Value A | TLVAX | Mid-Cap Blend | 8.79% | 11 | 1.340% | High | Front Load | $1,000 | ||
| Timothy Plan Large/Mid Cap Value I | TMVIX | Mid-Cap Blend | 10.01% | 13 | 1.090% | High | Institutional | $100,000 | ||
| Timothy Plan Large/Mid Cap Value C | TLVCX | Mid-Cap Blend | 9.38% | 15 | 2.090% | High | Level Load | $1,000 | ||
| Timothy Plan Small/Mid Cap Growth Cl A | TAAGX | Mid-Cap Growth | 17.20% | 4 | 1.490% | High | Front Load | $1,000 | ||
| Timothy Plan Small/Mid Cap Growth Cl I | TIAGX | Mid-Cap Growth | 17.73% | 4 | 1.240% | High | Institutional | $100,000 | ||
| Timothy Plan High Yield Bond A | TPHAX | High Yield Bond | 2.57% | 15 | 1.240% | High | Front Load | $1,000 | ||
| Timothy Plan High Yield Bond I | TPHIX | High Yield Bond | 2.63% | 15 | 0.990% | High | Institutional | $100,000 | ||
| Timothy Plan International I | TPIIX | Foreign Large Blend | 5.85% | 29 | 1.350% | High | Institutional | $100,000 | ||
| Timothy Plan Large/Mid Cap Growth A | TLGAX | Large Growth | 8.98% | 68 | 1.380% | High | Front Load | $1,000 | ||
| Timothy Plan Large/Mid Cap Growth I | TPLIX | Large Growth | 9.10% | 68 | 1.130% | High | Institutional | $100,000 | ||
| Timothy Plan Small Cap Value A | TPLNX | Small Blend | −0.42% | 92 | 1.380% | Above Average | Front Load | $1,000 | ||
| Timothy Plan Small Cap Value I | TPVIX | Small Blend | 1.03% | 91 | 1.130% | High | Institutional | $100,000 | ||
| Timothy Plan Small/Mid Cap Growth Cl C | TCAGX | Mid-Cap Growth | 16.92% | 5 | 2.240% | High | Level Load | $1,000 | ||
| Timothy Plan Defensive Strategies A | TPDAX | Moderate Allocation | 2.15% | 94 | 1.340% | High | Front Load | $1,000 | ||
| Timothy Plan Defensive Strategies C | TPDCX | Moderate Allocation | 1.89% | 97 | 2.090% | High | Level Load | $1,000 | ||
| Timothy Plan Defensive Strategies I | TPDIX | Moderate Allocation | 2.23% | 94 | 1.100% | High | Institutional | $100,000 | ||
| Timothy Plan International A | TPIAX | Foreign Large Blend | 6.70% | 32 | 1.600% | High | Front Load | $1,000 | ||
| Timothy Plan International C | TPICX | Foreign Large Blend | 6.70% | 34 | 2.350% | High | Level Load | $1,000 | ||
| Timothy Plan Large/Mid Cap Growth C | TLGCX | Large Growth | 8.61% | 74 | 2.130% | High | Level Load | $1,000 | ||
| Timothy Plan Small Cap Value C | TSVCX | Small Blend | 0.62% | 92 | 2.130% | Above Average | Level Load | $1,000 | ||
| Timothy Plan Conservative Growth A | TCGAX | Moderate Allocation | 1.30% | 97 | 1.860% | High | Front Load | $1,000 | ||
| Timothy Plan Conservative Growth C | TCVCX | Moderate Allocation | 1.61% | 97 | 2.360% | High | Level Load | $1,000 | ||
| Timothy Plan Conservative Growth I | TIICX | Moderate Allocation | 1.70% | 96 | 1.610% | High | Institutional | $100,000 | ||
| Timothy Plan Fixed Income A | TFIAX | Intermediate Core Bond | −2.47% | 98 | 1.120% | High | Front Load | $1,000 | ||
| Timothy Plan Fixed Income C | TFICX | Intermediate Core Bond | −2.41% | 99 | 1.870% | High | Level Load | $1,000 |
Timothy Plan Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank