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Timothy Plan High Dividend Stock ETF TPHD

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

Morningstar’s Analysis TPHD

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

  • People Pillar

    The People Pillar is our evaluation of the TPHD 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 TPHD’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 ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 TPHD

More TPHD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Waste Management Inc

1.81 4.1 Mil
Industrials

General Dynamics Corp

1.55 3.5 Mil
Industrials

Garmin Ltd

1.54 3.5 Mil
Technology

Vistra Corp

1.43 3.3 Mil
Utilities

Service Corp International

1.31 3.0 Mil
Consumer Cyclical

Sysco Corp

1.31 3.0 Mil
Consumer Defensive

Juniper Networks Inc

1.28 2.9 Mil
Technology

Eaton Corp PLC

1.26 2.9 Mil
Industrials

Hormel Foods Corp

1.25 2.9 Mil
Consumer Defensive

DTE Energy Co

1.25 2.9 Mil
Utilities