TPLE Timothy Plan U.S. Large/Mid Cap Core Enhanced ETF
What is TPLE?
TPLE tracks a volatility-weighted index of US large-cap stocks screened for Christian values.
TPLE Factset Analytics Insight
TPLE is the first fund to focus on socially responsible companies while implementing a tactical strategy. It uses a rules-based methodology in constructing its portfolio by combining fundamental criteria with volatility weighting. The equity universe is selected from a parent index of US large-cap stocks that experienced positive earnings in each of the last four quarters. Eligible securities are then screened to exclude securities that do not meet the index provider’s proprietary criteria for biblically responsible investing. Constituents are then volatility-weighted, with the less volatile stocks assigned a higher weighting. The fund’s tactical strategy includes a daily review of the move in the reference index compared to the previous month-end closing value. Depending on the percentage move in the index, the portfolio’s allocation to equity securities will range between 100% - 25% with any remainder going to cash. The Index is reconstituted every April and October.
TPLE Summary Data
TPLE Portfolio Data
TPLE Index Data
TPLE Portfolio Management
TPLE Tax Exposures
TPLE Fund Structure
TPLE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of TPLE. TPLE is rated a 5 out of 5.
TPLE Sector/Industry Breakdown
TPLE Economic Development
TPLE Performance Statistics
TPLE Benchmark Comparison Summary
TPLE Benchmark Comparison Market Cap Size