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Timothy Plan High Dividend Stock Enh ETF TPHE

Quantitative rating as of | See Timothy Plan Investment Hub

Morningstar’s Analysis TPHE

Will TPHE outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Timothy Plan High Dividend Stock Enh ETF earns a Morningstar Quantitative Rating of Neutral on the basis of subpar Parent and People Pillar ratings. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings TPHE

  • Current Portfolio Date Mar 20, 2023
  • Equity Holdings 100
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 14.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.54
1,075,410
Utilities
1.53
1,068,384
Utilities
1.53
1,067,575
Utilities
1.48
1,029,921
Utilities
1.44
1,001,001
Utilities
1.43
998,348
Utilities
1.41
979,286
Utilities
1.40
976,671
Utilities
1.40
975,971
Utilities
1.39
968,710
Utilities