Skip to Content
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 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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Timothy Plan US Small Cap Core 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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TPSC

More TPSC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Russ 2000 Idx Fut Jun24

0.50 602,040
—

The Hanover Insurance Group Inc

0.36 437,513
Financial Services

Seaboard Corp

0.36 433,741
Industrials

Spire Inc

0.36 430,131
Utilities

Kirby Corp

0.36 429,462
Industrials

American States Water Co

0.35 426,541
Utilities

Ingles Markets Inc Class A

0.35 425,481
Consumer Defensive

MSC Industrial Direct Co Inc Class A

0.35 423,286
Industrials

MGIC Investment Corp

0.35 419,698
Financial Services

Horace Mann Educators Corp

0.35 419,581
Financial Services