Morningstar

Timothy Plan US Small Cap Core ETF TPSC

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

Morningstar’s Analysis TPSC

Will TPSC outperform in the 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 TPSC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TPSC 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 TPSC’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Timothy Plan US Small Cap Core ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TPSC

More TPSC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Russ 2000 Idx Fut Dec26

0.53 2M
—

The Hanover Insurance Group Inc

0.50 2M
Financial Services

Qualys Inc

0.47 2M
Technology

Concentra Group Holdings Parent Inc

0.46 2M
Healthcare

Idacorp Inc

0.45 2M
Utilities

CNO Financial Group Inc

0.43 2M
Financial Services

American States Water Co

0.43 1M
Utilities

Dropbox Inc Class A

0.42 1M
Technology

The Cheesecake Factory Inc

0.42 1M
Consumer Cyclical

Insight Enterprises Inc

0.42 1M
Technology

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