Timothy Plan Large Fund Quote

TLGAX Fund  USD 12.42  0.28  2.20%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
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Low
Timothy Plan is trading at 12.42 as of the 4th of March 2025; that is 2.2 percent down since the beginning of the trading day. The fund's open price was 12.7. Timothy Plan has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 2nd of February 2025 and ending today, the 4th of March 2025. Click here to learn more.
The fund primarily invests at least 80 percent of its total assets in larger U.S. stocks. Larger stocks refer to the common stock of companies whose total market capitalization is generally greater than 2 billion. It invests using a growth investing style. More on Timothy Plan Large

Moving together with Timothy Mutual Fund

  0.71TGCIX Timothy Plan GrowthPairCorr
  0.7TGIAX Timothy Plan GrowthPairCorr
  0.93TIAGX Timothy Aggressive GrowthPairCorr

Moving against Timothy Mutual Fund

  0.38TICIX Timothy Israel MonPairCorr

Timothy Mutual Fund Highlights

Fund ConcentrationTimothy Plan Funds, Large Growth Funds, Large Growth, Timothy Plan, Large Growth, Large Growth (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date22nd of February 2023
Fiscal Year EndSeptember
Timothy Plan Large [TLGAX] is traded in USA and was established 4th of March 2025. Timothy Plan is listed under Timothy Plan category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Timothy Plan family. This fund at this time has accumulated 152.99 M in assets with no minimum investment requirementsTimothy Plan Large is currently producing year-to-date (YTD) return of 1.18%, while the total return for the last 3 years was 10.25%.
Check Timothy Plan Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Timothy Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Timothy Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Timothy Plan Large Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Timothy Plan Large Mutual Fund Constituents

LOWLowes CompaniesStockConsumer Discretionary
GDGeneral DynamicsStockIndustrials
CATCaterpillarStockIndustrials
ICEIntercontinental ExchangeStockFinancials
SJMJM SmuckerStockConsumer Staples
AMDAdvanced Micro DevicesStockInformation Technology
SNPSSynopsysStockInformation Technology
NVDANVIDIAStockInformation Technology
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Timothy Plan Top Holders

TCGAXTimothy Servative GrowthMutual FundAllocation--50% to 70% Equity
TCVCXTimothy Servative GrowthMutual FundAllocation--50% to 70% Equity
TSGAXTimothy Strategic GrowthMutual FundAllocation--50% to 70% Equity
TSGCXTimothy Strategic GrowthMutual FundAllocation--50% to 70% Equity
More Details

Timothy Plan Large Risk Profiles

Timothy Plan Against Markets

Other Information on Investing in Timothy Mutual Fund

Timothy Plan financial ratios help investors to determine whether Timothy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Timothy with respect to the benefits of owning Timothy Plan security.
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