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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 sizable 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 6.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Globe Life Inc

0.83 581,871
Financial Services

Republic Services Inc

0.68 474,865
Industrials

Verisk Analytics Inc

0.63 444,751
Industrials

Kimberly-Clark Corp

0.63 442,960
Consumer Defensive

Kinder Morgan Inc Class P

0.62 433,115
Energy

Roper Technologies Inc

0.59 415,944
Technology

Intercontinental Exchange Inc

0.58 406,256
Financial Services

Regeneron Pharmaceuticals Inc

0.58 405,456
Healthcare

Atmos Energy Corp

0.57 402,275
Utilities

Arthur J. Gallagher & Co

0.57 396,983
Financial Services