TPHE Timothy Plan High Dividend Stock Enhanced ETF
What is TPHE?
TPHE tracks a volatility-weighted index of high dividend US large-caps screened for Christian values. The fund hedges market risk by using a cash-trigger strategy.
TPHE Factset Analytics Insight
TPHE sets its universe by selecting from a parent index of volatility-weighted US large-cap companies with 1-year positive earnings. From there, the fund adds its values-based screen using proprietary Biblically Responsible Investing (BRI) criteria. The fund excludes companies involved in alcohol, tobacco, gambling, abortion, pornography, and anti-family entertainment. , and non-biblical lifestyles. Among qualified stocks, the index selects the 100 highest-yielding and weights the resulting portfolio by volatility. Stocks with lower volatility receive more weight in the portfolio. To mitigate risk during significant market declines, TPHE utilizes a “long/cash” strategy. The index can allocate up to 75% of its portfolio to 30-day US T-bills or money market mutual funds, depending on the magnitude and duration of such decline. Allocation is based on the daily move in the reference index compared to its previous month-end closing value. The Index is reconstituted semi-annually in April and October.
TPHE Summary Data
Peers
Fund Flows
TPHE Portfolio Data
TPHE Index Data
TPHE Portfolio Management
TPHE Tax Exposures
TPHE Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of TPHE. TPHE is rated a 5 out of 5.
TPHE Tradability
TPHE Sector/Industry Breakdown
Benchmark
TPHE Top 10 Holdings
TPHE Performance Statistics
TPHE Countries
Benchmark
TPHE Regions
Benchmark
TPHE Economic Development
Benchmark
TPHE Benchmark Comparison Summary
Benchmark
TPHE Benchmark Comparison Market Cap Size
Benchmark
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.