TMVIX : Timothy Plan Large/Mid Cap Value Fund Class I

TMVIX is a US Stocks Market Mid-Cap Blend with HIGH fees.

TMVIX

Timothy Plan Large/Mid Cap Value Fund Class I

FI Score

31 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

31% FI Score
  • tmvix
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Timothy Plan Large/Mid Cap Value Fund Class I

Expenses: 1.16% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital, with a secondary objective of current income. The fund normally invests in U.S. common stocks. It will normally invest at least 80% of its total assets in companies whose total market capitalization exceeds $2 billion. The fund 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.

Largest Holdings

Amount Holding
11.86% Timothy Plan US Large/Mid Cap Core ETF
10.92% Timothy Plan High Dividend Stock ETF
2.48% NVIDIA Corp
2.39% Monolithic Power Systems Inc
2.28% CMS Energy Corp
2.27% Public Storage
2.23% L3Harris Technologies Inc
2.18% McCormick & Co Inc Non-Voting
2.18% Steris PLC
2.12% Union Pacific Corp
2.09% Sherwin-Williams Co
2.05% Liberty Broadband Corp C
2.02% CACI International Inc Class A
2.01% Assurant Inc
2.00% Crown Castle International Corp
1.99% Equifax Inc
1.98% Intercontinental Exchange Inc
1.98% Honeywell International Inc
1.97% PerkinElmer Inc
1.95% Cadence Design Systems Inc
1.94% Arthur J. Gallagher & Co
1.94% Micron Technology Inc
1.93% General Dynamics Corp
1.92% Cable One Inc
1.91% JM Smucker Co

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