Morningstar

Timothy Plan Small Cap Value Fund Class A TPLNX

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 at least 80% of its total assets in U.S. stocks with market capitalizations that fall within the range of companies included in the Russell 2000 Index (the "index"). It invests using a value investing style. 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
TPVIX	Timothy Plan Small Cap Value Fund Class I	Institutional	Open			Aug 1, 2013	$63.09M	1.250%	High	$100,000	−$2.65M
TPLNX	Timothy Plan Small Cap Value Fund Class A	Front Load	Open			Mar 24, 1994	$99.87M	1.500%	High	$1,000	−$8.09M
TSVCX	Timothy Plan Small Cap Value Fund Class C	Level Load	Open			Feb 3, 2004	$4.04M	2.250%	High	$1,000	−$623,102.27

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