Timothy Plan Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return4.38-3.528.5713.342.90
    Category Average4.87-2.279.2414.374.99
    Assets for Each Yr*0.760.780.850.991.03
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family 2.90 7.65 6.99

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,029 mil $1,000 85.99 14.01
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.6 51.98 1.63 Above Avg
    International Stock 2.0 12.16 2.10 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 1.3 13.16 1.36 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-17-18

      Sector YTD Return % % Net Assets  
    Sherwin-Williams Co* Basic Materials 15.12 0.90
    McCormick & Co Inc Non-Voting* Consumer Defensive 31.20 0.87
    Broadcom Inc* Technology -7.23 0.71
    Simon Property Group Inc* RealEstate 10.26 0.70
    Diamondback Energy Inc* Energy -2.62 0.68
    Chemical Financial Corp* Financial Services 4.11 0.54
    Amdocs Ltd* Technology 1.15 0.53
    Honeywell International Inc* Industrials 9.54 0.51
    SVB Financial Group* Financial Services 36.27 0.46
    Lowe's Companies Inc* Consumer Cyclical 23.78 0.37
    Douglas Dynamics Inc* Consumer Cyclical 24.19 0.34
    Methode Electronics Inc Class A* Technology -4.79 0.33
    Oxford Industries Inc* Consumer Cyclical 23.10 0.32
    Kaman Corp Class A* Industrials 10.04 0.32
    Marathon Petroleum Corp* Energy 29.13 0.31
    South State Corp* Financial Services -4.85 0.31
    Servisfirst Bancshares Inc* Financial Services -0.24 0.31
    AbbVie Inc* Healthcare 1.33 0.24
    Shire PLC ADR* Healthcare 14.34 0.19
    Oshkosh Corp* Industrials -17.91 0.19

    Best 5-Year Relative Performance | More
    09-17-18

    Worst 5-Year Relative Performance | More
    09-17-18

    Lowest Expenses | More
    09-17-18

    Highest Expenses | More
    09-17-18

    Longest Manager Tenure | More
    09-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Timothy Plan Conserv Arthur D. Ally 18.00
    Timothy Plan Strateg Arthur D. Ally 18.00
    Timothy Plan Interna Edward R. Allen 11.40
    Timothy Plan Fixed I David R. Hardin 10.20
    Timothy Plan Large/M Mark R. Freeman 9.60

    Shortest Manager Tenure | More
    09-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Timothy Plan Aggress Peter M. Schofield 4.80
    Timothy Plan Growth R. Brian Culpepper 4.80
    Timothy Plan Large/M Peter M. Schofield 4.80
    Timothy Plan Emergin Douglas C. Edman 5.20
    Timothy Plan Defensi Arthur D. Ally 6.50