Morningstar

Timothy Plan Large/Mid Cap Value Fund Class I TMVIX

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

Strategy

The investment seeks long-term growth of capital, with a secondary objective of current income. The fund seeks to achieve its investment objective by primarily investing in U.S. common stocks and affiliated exchange-traded funds (“ETFs”). The fund will normally invest at least 80% of the fund’s total assets in ETFs and in companies whose total market capitalization exceeds $2 billion. Value funds typically emphasize stocks whose prices are below average in relation to such measures as earnings and book value; these stocks often have above-average dividend yields.

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
TMVIX	Timothy Plan Large/Mid Cap Value Fund Class I	Institutional	Open			Aug 1, 2013	$98.03M	1.160%	High	$100,000	−$29.97M
TLVAX	Timothy Plan Large/Mid Cap Value Fund Class A	Front Load	Open			Jul 14, 1999	$193.46M	1.410%	High	$1,000	−$10.40M
TLVCX	Timothy Plan Large/Mid Cap Value Fund Class C	Level Load	Open			Feb 3, 2004	$11.75M	2.160%	High	$1,000	−$1.47M

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