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Timothy Plan Conservative Growth C TCVCX

Medalist Rating as of | See Timothy Plan Investment Hub
  • NAV / 1-Day Return 8.43  /  0.24 %
  • Total Assets 38.2 Mil
  • Adj. Expense Ratio
    2.710%
  • Expense Ratio 2.710%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Mid Value
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield
  • Turnover 21%

Morningstar’s Analysis TCVCX

Will TCVCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Timothy Plan Conservative Growth C's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings TCVCX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 12
  • % Assets in Top 10 Holdings 96.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Timothy Plan Fixed Income A

29.77
12,218,102

Timothy Plan Market Neutral ETF

15.03
6,170,519

Timothy Plan US Large/Mid Cp Cr Enh ETF

12.22
5,016,052

Timothy Plan International ETF

9.11
3,737,643

Timothy Plan Defensive Strategies A

7.05
2,895,298

Timothy Plan High Yield Bond A

6.52
2,675,227

Timothy Plan High Dividend Stock Enh ETF

6.00
2,462,363

Timothy Plan International A

5.76
2,362,635

Timothy Plan US Small Cap Core ETF

5.46
2,241,605

Fidelity® Inv MM Fds Government I

2.94
1,207,514
Cash and Equivalents