Morningstar

Timothy Plan Small/Mid Cap Growth Fund Class A TAAGX

Medalist Rating as of Aug 31, 2026 See Timothy Plan Investment Hub

Strategy

The investment seeks long-term growth of capital. The fund seeks to achieve its investment strategy by normally investing at least 80% of the fund’s total assets in stocks of small and mid-cap companies. The adviser considers small and mid-cap companies to be companies that, at the time of investment, have market capitalizations within the range of market capitalization of the companies appearing in the Russell MidCap Growth® Index. The fund invests its assets in the securities of a limited number of companies, which the fund's investment manager believes show a high probability for superior growth.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TIAGX	Timothy Plan Small/Mid Cap Growth Fund Class I	Institutional	Open			Aug 1, 2013	$100.92M	1.360%	High	$100,000	$54.36M
TAAGX	Timothy Plan Small/Mid Cap Growth Fund Class A	Front Load	Open			Oct 5, 2000	$77.57M	1.610%	High	$1,000	$6.91M
TCAGX	Timothy Plan Small/Mid Cap Growth Fund Class C	Level Load	Open			Feb 3, 2004	$4.57M	2.360%	High	$1,000	$323,618.40

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