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Timothy Plan US Large/Mid Cp Cr Enh ETF TPLE

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

Morningstar’s Analysis TPLE

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

  • People Pillar

    The People Pillar is our evaluation of the TPLE 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 TPLE’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 US Large/ Mid Cp Cr Enh 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 second-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings TPLE

More TPLE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Globe Life Inc

0.76 536,091
Financial Services

Republic Services Inc

0.69 483,998
Industrials

Kimberly-Clark Corp

0.63 443,625
Consumer Defensive

Roper Technologies Inc

0.58 406,613
Technology

Westinghouse Air Brake Technologies Corp

0.57 400,977
Industrials

Atmos Energy Corp

0.56 396,675
Utilities

Waste Management Inc

0.56 396,297
Industrials

Amphenol Corp Class A

0.56 393,008
Technology

Kinder Morgan Inc Class P

0.56 392,792
Energy

Verisk Analytics Inc

0.55 389,912
Industrials