TPHDTimothy Plan High Dividend Stock ETF
TPHD Fund Description
TPHD tracks a volatility-weighted index of US high dividend large-caps screened for Christian values.
TPHD Factset Analytics Insight
TPHD sets its universe by selecting from a parent index of high dividend volatility-weighted US large-caps. From there, the fund adds its values-based screen using Biblically Responsible Investing (BRI) criteria. The Fund will not knowingly invest in Excluded Securities. Excluded Securities are securities issued by any company that is involved in the production or wholesale distribution of alcohol, tobacco, or gambling equipment, gambling enterprises, or which is involved, either directly or indirectly, in abortion or pornography, or promoting anti-family entertainment or alternative lifestyles. Among qualified stocks, the funds index will select the 100 highest-yielding.
TPHD MSCI ESG Analytics Insight
Timothy Plan High Dividend Stock ETF has an MSCI ESG Fund Rating of A based on a score of 7.10 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Timothy Plan High Dividend Stock ETF ranks in the 76th percentile within its peer group and in the 83th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
TPHD MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
TPHD Summary Data
TPHD Portfolio Data
TPHD Index Data
TPHD Portfolio Management
TPHD Tax Exposures
TPHD Fund Structure
TPHD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of TPHD. TPHD is rated a 5 out of 5.
TPHD Sector/Industry Breakdown
TPHD Economic Development
TPHD Performance Statistics
TPHD MSCI ESG Ratings
TPHD Benchmark Comparison Summary
TPHD Benchmark Comparison Market Cap Size