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 Mutual Funds List
1 to 25 of 36 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Timothy Plan Small/Mid Cap Growth Fund Class A | TAAGX | Mid-Cap Growth | 29.67% | 3 | 1.610% | High | Front Load | $1,000 | ||
| Timothy Plan Small/Mid Cap Growth Fund Class C | TCAGX | Mid-Cap Growth | 28.94% | 3 | 2.360% | High | Level Load | $1,000 | ||
| Timothy Plan Small/Mid Cap Growth Fund Class I | TIAGX | Mid-Cap Growth | 29.95% | 3 | 1.360% | High | Institutional | $100,000 | ||
| Timothy Plan High Yield Bond Fund Class I | TPHIX | High Yield Bond | — | 0.76% | 43 | 0.950% | High | Institutional | $100,000 | |
| Timothy Plan Defensive Strategies Fund Class A | TPDAX | Global Moderate Allocation | — | 6.42% | 78 | 1.340% | High | Front Load | $1,000 | |
| Timothy Plan Large/Mid Cap Value Fund Class A | TLVAX | Mid-Cap Blend | 8.29% | 79 | 1.410% | High | Front Load | $1,000 | ||
| Timothy Plan Defensive Strategies Fund Class C | TPDCX | Global Moderate Allocation | — | 5.83% | 87 | 2.090% | High | Level Load | $1,000 | |
| Timothy Plan High Yield Bond Fund Class A | TPHAX | High Yield Bond | — | 0.58% | 50 | 1.200% | High | Front Load | $1,000 | |
| Timothy Plan Large/Mid Cap Value Fund Class I | TMVIX | Mid-Cap Blend | 8.48% | 78 | 1.160% | High | Institutional | $100,000 | ||
| Timothy Plan Large/Mid Cap Growth Fund Class I | TPLIX | Large Growth | 20.62% | 13 | 1.190% | High | Institutional | $100,000 | ||
| Timothy Plan International Fund Class I | TPIIX | Foreign Large Blend | 10.57% | 42 | 1.380% | High | Institutional | $100,000 | ||
| Timothy Plan Defensive Strategies Fund Class I | TPDIX | Global Moderate Allocation | — | 6.65% | 75 | 1.090% | High | Institutional | $100,000 | |
| Timothy Plan Large/Mid Cap Growth Fund Class A | TLGAX | Large Growth | 20.41% | 13 | 1.440% | High | Front Load | $1,000 | ||
| Timothy Plan Large/Mid Cap Value Fund Class C | TLVCX | Mid-Cap Blend | 7.68% | 82 | 2.160% | High | Level Load | $1,000 | ||
| Timothy Plan International Fund Class C | TPICX | Foreign Large Blend | 9.64% | 53 | 2.380% | High | Level Load | $1,000 | ||
| Timothy Plan Conservative Growth Fund Class I | TIICX | Global Moderately Conservative Allocation | 6.54% | 11 | 1.540% | High | Institutional | $100,000 | ||
| Timothy Plan Large/Mid Cap Growth Fund Class C | TLGCX | Large Growth | 19.68% | 15 | 2.190% | High | Level Load | $1,000 | ||
| Timothy Plan International Fund Class A | TPIAX | Foreign Large Blend | 10.35% | 45 | 1.630% | High | Front Load | $1,000 | ||
| Timothy Plan Small Cap Value Fund Class A | TPLNX | Small Blend | 5.74% | 94 | 1.500% | High | Front Load | $1,000 | ||
| Timothy Plan Strategic Growth Fund Class I | TISGX | Global Moderate Allocation | 6.86% | 73 | 1.500% | High | Institutional | $100,000 | ||
| Timothy Plan Fixed Income Fund Class I | TPFIX | Intermediate Core Bond | −2.79% | 67 | 0.900% | High | Institutional | $100,000 | ||
| Timothy Plan Growth & Income Fund Class I | TIGIX | Moderate Allocation | 3.29% | 92 | 1.590% | High | Institutional | $100,000 | ||
| Timothy Plan Conservative Growth Fund Class C | TCVCX | Global Moderately Conservative Allocation | 4.51% | 55 | 2.290% | High | Level Load | $1,000 | ||
| Timothy Plan Conservative Growth Fund Class A | TCGAX | Global Moderately Conservative Allocation | 4.98% | 40 | 1.790% | High | Front Load | $1,000 | ||
| Timothy Plan Fixed Income Fund Class A | TFIAX | Intermediate Core Bond | −3.06% | 85 | 1.150% | High | Front 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
United States