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Timothy Plan Large/Mid Cap Growth C TLGCX

Medalist Rating as of | See Timothy Plan Investment Hub
  • NAV / 1-Day Return 8.49  /  +0.24 %
  • Total Assets 181.9 Mil
  • Adj. Expense Ratio
    2.130%
  • Expense Ratio 2.130%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 39%

USD | NAV as of Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 11:20 PM GMT+0

Morningstar’s Analysis TLGCX

Will TLGCX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Timothy Plan Large/ Mid Cap Growth C 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 most expensive quintile among peers.

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Portfolio Holdings TLGCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 35.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Timothy Plan US Large/Mid Cp Cr Enh ETF

9.21 13.7 Mil

Fidelity® Inv MM Fds Government I

5.71 8.5 Mil
Cash and Equivalents

Timothy Plan US Large/Mid Cap Core ETF

4.84 7.2 Mil

Broadcom Inc

3.65 5.4 Mil
Technology

Palo Alto Networks Inc

2.82 4.2 Mil
Technology

Arthur J. Gallagher & Co

2.74 4.1 Mil
Financial Services

NVIDIA Corp

2.61 3.9 Mil
Technology

Linde PLC

2.57 3.8 Mil
Basic Materials

Martin Marietta Materials Inc

2.44 3.6 Mil
Basic Materials

Tyler Technologies Inc

2.20 3.3 Mil
Technology