Despite weakness in the Process Pillar and People Pillar, Timothy Plan US Large/Mid Cp Cr Enh ETF has enough other merits to help this strategy earn a Morningstar Medalist Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
Morningstar’s Analysis TPLE
Will TPLE outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date May 25, 2023
- Equity Holdings 300
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 5.3