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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 cheapest fee quintile among peers.

by Morningstar Manager Research
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 3.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

E-Mini Russ 2000 Sep24

0.40 560,075
—

MGIC Investment Corp

0.38 526,809
Financial Services

Kirby Corp

0.38 524,332
Industrials

American States Water Co

0.37 513,301
Utilities

NMI Holdings Inc

0.36 496,908
Financial Services

Spire Inc

0.35 486,491
Utilities

Ingles Markets Inc Class A

0.35 479,980
Consumer Defensive

Ryan Specialty Holdings Inc Class A

0.34 476,797
Financial Services

CNO Financial Group Inc

0.34 474,226
Financial Services

Brady Corp Class A

0.34 473,731
Industrials