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Timothy Plan Large/Mid Cap Value A TLVAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Timothy Plan Investment Hub

Morningstar’s Analysis TLVAX

Will TLVAX 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 TLVAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the TLVAX 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 TLVAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Timothy Plan Large/Mid Cap Value A earns a Morningstar Medalist Rating of Negative on the basis of subpar ratings in both the Parent and Process Pillars. 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.

by Morningstar Manager Research
Rated on Published on

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