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Timothy Plan Small/Mid Cap Growth Cl A (TAAGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.47+0.09 (+0.73%)
As of 08:05AM EDT. Market open.

Timothy Plan Small/Mid Cap Growth Cl A

Maitland, FL 32759

1055 Maitland Center Commons

Timothy Plan

800-662-0201
Management information
Peter M. Schofield,Lead manager since 17 December 2010
Mr. Schofield is a Senior Portfolio Manager on Chartwell’s equity investment team. From 2005 to 2010, he was a Co-Chief Investment Officer at Knott Capital. From 1996 to 2005, he was a Portfolio Manager at Sovereign Asset Management. Prior to Sovereign Asset Management, he was a portfolio manager at Geewax, Terker & Company. Education: Bachelor’s degree in History from the University of Pennsylvania CFA® Charterholder and a member of the CFA Institute and the CFA Society of Philadelphia
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Growth
Fund familyTimothy Plan
Net assets65.54M
YTD return11.65%
Yield0.00%
Morningstar rating★★★★
Inception date2 Feb 2004

Fund operations

Last dividend0.03
Last cap gain12.00
Holdings turnover67.00%
Average for categoryN/A

Fees and expenses

ExpenseTAAGXCategory average
Annual report expense ratio (net)1.24%1.09%
Prospectus net expense ratio1.24%N/A
Prospectus gross expense ratio1.34%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A