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Timothy Plan Small Cap Value Fund Class A TPLNX

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Morningstar’s Analysis TPLNX

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

  • People Pillar

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

Analyst Drew Carter

Drew Carter

Analyst

Summary

Weathering a difficult stretch. This strategy's collaborative team structure brings significant vetting to its quality-focused process. It maintains Above Average People and Process ratings, even as a difficult three-year performance stretch has weighed on its otherwise durable long-term record.

by Drew Carter
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