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Timothy Plan (TPLNX)
General Fund Information
1304 West Fairbanks Ave. WinterPark, FL 32789
(800) 846-7526www.timothyplan.com
Category:Domestic Equity Funds
Style:
Assets: ($ millions)$116.9

Account min.:$1,000
Reinvest. min.:$0
IRA account min.:$0
IRA reinvest min.:0.00
Type:Growth + Income
Expenses:1.47%
Max. defer. load:0.00%
Max. front load:5.50%
Avg. P/E:26.33
Avg. P/B:2.56
Avg. YTM: 
Avg. Coupon Rate: 
Social Issues06/30/18
Shareholder activism:
Community investment:
Environment:
Human rights:
Employment:
Products and Services:
Weapons:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:X/X/X
Other:
Excludes companies directly or indirectly involved with pornography or abortion.

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
Cap. Goods & Tech.10.00% 
Consumer Cyclicals9.73% 
Consumer Non-Cyclicals12.49% 
Energy9.51% 
Finance20.50% 
Miscellaneous23.94% 
Transportation10.47% 
Utilities3.37% 
Fund Performance06/30/18
Year to date: 5.19%
Year to date: 5.19%
1 Year: 15.77%
Annualized returns:
3 Year: 10.78%
5 Year: 12.31%
10 Year: 10.07%
Since inception: 8.09%
Inception date: 03/21/94
Bear Market: -24.65%
Bear Market Period:     —    
MPT Statistics06/30/18
Alpha 3YR:1.26
Alpha 5YR:0.92
Beta 3YR:0.85
Beta 5YR:0.91
R. Squared 3YR:89.01
R. Squared 5YR:89.87
Sharpe 3YR:0.79
Sharpe 5YR:0.88
Std. Dev. 3YR:13.39
Std. Dev. 5YR:13.39
Sectors Pie Chart 
Sector Distribution Chart

 

 
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