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Morningstar

Timothy Plan Small Cap Value A TPLNX

Morningstar Analyst Rating
Quantitative rating as of | See Timothy Plan Investment Hub
  • NAV / 1-Day Return 18.56  /  1.22 %
  • Total Assets 175.6 Mil
  • Adj. Expense Ratio
    1.340%
  • Expense Ratio 1.420%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.38%
  • Turnover 49%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis TPLNX

Will TPLNX 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 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.

Summary

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A sound investment process and strong management team underpin Timothy Plan Small Cap Value A's Morningstar Quantitative Rating of Bronze. 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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