Timothy Plan Small Fund Quote
| TSVCX Fund | USD 10.28 0.11 1.08% |
PerformanceVery Weak
| Odds Of DistressLow
|
Timothy Plan is trading at 10.28 as of the 20th of March 2025; that is 1.08 percent up since the beginning of the trading day. The fund's open price was 10.17. Timothy Plan has about a 21 % 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 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund seeks to achieve its investment objective by primarily investing at least 80 percent of its total assets in U.S. stocks with market capitalizations that fall within the range of companies included in the Russell 2000 Index . It invests using a value investing style. More on Timothy Plan Small
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Timothy Mutual Fund Highlights
| Fund Concentration | Timothy Plan Funds, Large Funds, Small Blend Funds, Small Blend, Timothy Plan (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 22nd of February 2023 |
| Fiscal Year End | September |
Timothy Plan Small [TSVCX] is traded in USA and was established 20th of March 2025. Timothy Plan is listed under Timothy Plan category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Timothy Plan family. This fund at this time has accumulated 168.14 M in assets with no minimum investment requirementsTimothy Plan Small is currently producing year-to-date (YTD) return of 1.49% with the current yeild of 0.0%, while the total return for the last 3 years was 2.92%.
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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 Small 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 Small Mutual Fund Constituents
| PIPR | Piper Sandler Companies | Stock | Financials | |
| RNST | Renasant | Stock | Financials | |
| PLOW | Douglas Dynamics | Stock | Industrials | |
| SUM | Summit Materials | Stock | Materials | |
| IOSP | Innospec | Stock | Materials | |
| MC | Moelis Co | Stock | Financials | |
| NOVT | Novanta | Stock | Information Technology | |
| NSA | National Storage Affiliates | Stock | Real Estate |
Timothy Plan Small Risk Profiles
| Mean Deviation | 0.97 | |||
| Standard Deviation | 1.47 | |||
| Variance | 2.16 | |||
| Risk Adjusted Performance | (0.18) |
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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