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Timothy Plan High Dividend Stock Enh ETF TPHE

Medalist 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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Timothy Plan High Dividend Stock Enh ETF to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings TPHE

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 14.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Kimberly-Clark Corp

1.61 1.0 Mil
Consumer Defensive

Kinder Morgan Inc Class P

1.48 963,221
Energy

Otis Worldwide Corp Ordinary Shares

1.46 951,388
Industrials

Williams Companies Inc

1.41 919,326
Energy

Southern Co

1.40 909,351
Utilities

Avery Dennison Corp

1.39 903,402
Consumer Cyclical

Waste Management Inc

1.38 900,292
Industrials

Atmos Energy Corp

1.37 894,239
Utilities

Intercontinental Exchange Inc

1.36 884,840
Financial Services

Reinsurance Group of America Inc

1.33 864,401
Financial Services