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Timothy Plan US Large/Mid Cp Cr Enh ETF TPLE

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

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Portfolio Holdings TPLE

  • Current Portfolio Date May 25, 2023
  • Equity Holdings 300
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 5.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
0.62
377,069
Consumer Defensive
0.56
343,128
Consumer Defensive
0.56
342,088
Industrials
0.55
332,178
Industrials
0.54
330,062
Consumer Cyclical
0.51
312,334
Consumer Defensive
0.51
307,424
Industrials
0.50
305,312
Consumer Defensive
0.49
297,143
Industrials
0.49
297,080
Technology