Timothy Plan Fund Family Report
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  • Select a Fund Family
  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return4.38-3.528.5713.342.41
    Category Average4.87-2.279.2414.374.38
    Assets for Each Yr*0.760.780.850.991.03
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family 2.41 8.07 6.06

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,025 mil $1,000 85.71 14.29
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.6 51.85 1.63 Above Avg
    International Stock 2.0 12.43 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
    10-09-18

      Sector YTD Return % % Net Assets  
    McCormick & Co Inc Non-Voting* Consumer Defensive 34.81 0.87
    Broadcom Inc* Technology -2.71 0.71
    General Dynamics Corp* Industrials 2.13 0.71
    PerkinElmer Inc* Healthcare 24.40 0.56
    JM Smucker Co* Consumer Defensive -15.99 0.54
    Honeywell International Inc* Industrials 6.40 0.51
    Avnet Inc* Technology 6.46 0.41
    Lowe's Companies Inc* Consumer Cyclical 18.86 0.37
    SRC Energy Inc* Energy 7.39 0.34
    Stag Industrial Inc* RealEstate 2.32 0.34
    Summit Hotel Properties Inc* RealEstate -10.31 0.34
    Columbia Banking System Inc* Financial Services -9.28 0.33
    Novanta Inc* Technology 29.56 0.33
    Great Western Bancorp Inc* Financial Services 7.91 0.32
    Oxford Industries Inc* Consumer Cyclical 11.42 0.32
    Interface Inc* Consumer Cyclical -14.25 0.31
    Lithia Motors Inc Class A* Consumer Cyclical -30.60 0.31
    Marathon Petroleum Corp* Energy 29.04 0.31
    nVent Electric PLC* Technology 0.30
    Varonis Systems Inc* Technology 30.81 0.25

    Best 5-Year Relative Performance | More
    10-09-18

    Worst 5-Year Relative Performance | More
    10-09-18

    Lowest Expenses | More
    10-09-18

    Highest Expenses | More
    10-09-18

    Longest Manager Tenure | More
    10-09-18

    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 10.30
    Timothy Plan Large/M Mark R. Freeman 9.60

    Shortest Manager Tenure | More
    10-09-18

    Fund Name   Manager Name Avg Manager Tenure  
    Timothy Plan Aggress Peter M. Schofield 4.80
    Timothy Plan Large/M Peter M. Schofield 4.80
    Timothy Plan Growth R. Brian Culpepper 4.90
    Timothy Plan Emergin Douglas C. Edman 5.20
    Timothy Plan Defensi Arthur D. Ally 6.60