TPLC

Timothy Plan U.S. Large Cap Core ETF
*Unless otherwise stated, data provided by FactSet.

TPLC Fund Description

TPLC tracks a volatility-weighted index of U.S. large-caps screened for Christian values.

TPLC Factset Analytics Insight

TPLC sets its universe by selecting from a parent index of volatility-weighted U.S. large-caps. From there, the fund adds its values-based screen. 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.

TPLC MSCI ESG Analytics Insight

Timothy Plan U.S. Large Cap Core ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.64 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 U.S. Large Cap Core ETF ranks in the 53th percentile within its peer group and in the 97th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

TPLC Charts And Performance

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All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

TPLC Summary Data

Timothy Plan
Timothy
04/29/19
Open-Ended Fund
0.52%
$112.41M
$1.30M
0.40%

TPLC Portfolio Data

$21.10B
22.53
3.20
--
N/A
299

TPLC Portfolio Management

0.52%
--
--
--

TPLC Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

TPLC Fund Structure

Open-Ended Fund
No
No
No Policy
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

TPLC Factset Analytics Block Liquidity

As of 04/07/20
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of TPLC. TPLC is rated a 5 out of 5.

TPLC Tradability

54,949
$1.30M
30,783
$688.95K
0.40%
$0.09
0.10%
2.76% / -4.30%
None
100.00%
50,000
0.62
0.05%
0.01%
0
$21.12
5

TPLC Top 10 Holdings[View All]

0%

TPLC Performance Statistics

0.96
1.00
0.97
1.03
0.46%
MSCI USA Large Cap Index

TPLC MSCI ESG Ratings

5.64 / 10
96.58
53.30
6.56%
5.08%
399.10

TPLC Benchmark Comparison Holdings

299
295
77
13.56%

TPLC Benchmark Comparison Summary


TPLC
Segment Benchmark
299
295
$21.10B
$331.71B
22.53
22.81
3.20
3.58
1.50%
1.90%
Low
Low

TPLC Benchmark Comparison Market Cap Size


TPLC
Segment Benchmark
48.38%
99.71%
51.62%
0.29%
0.00%
0.00%
0.00%
0.00%