Morningstar

Timothy Plan Large/Mid Cap Growth Fund Class I TPLIX

Morningstar Medalist Rating
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Medalist Rating as of See Timothy Plan Investment Hub
  • NAV / 1-Day Return $16.03  /  +1.46 %
  • Fund Size $355.4M
  • Adjusted Expense Ratio 1.190%
  • Net Expense Ratio 1.130%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 40%
NAV and 1-Day Return as of

Morningstar’s Analysis TPLIX

Will TPLIX outperform in the 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 TPLIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Timothy Plan Large/Mid Cap Growth I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings TPLIX

More TPLIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Timothy Plan Free Cash Flow Growth ETF

8.98 31M
—

KLA Corp

8.14 28M
Technology

Broadcom Inc

7.07 24M
Technology

Fidelity Inv MM Government I

5.16 18M
Cash and Equivalents

Analog Devices Inc

4.34 15M
Technology

Caterpillar Inc

4.32 15M
Industrials

Palo Alto Networks Inc

3.97 14M
Technology

Costco Wholesale Corp

3.93 13M
Consumer Defensive

Arista Networks Inc

3.32 11M
Technology

Amphenol Corp Class A

3.31 11M
Technology

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