Timothy Plan US Large/Mid Cap Core ETF (TPLC)

Overview

The Timothy Plan US Large/Mid Cap Core ETF (TPX) aims for long-term capital appreciation by investing in US large- and mid-cap companies aligning with biblical principles, focusing on core equity holdings.

Reputation and Reliability

Timothy Plan is known for its socially responsible investing approach based on biblical values, and is viewed as generally reliable within its target market segment.

Management Expertise

Timothy Plan has a team of experienced investment professionals who specialize in faith-based investing.

Goal

The primary investment goal is long-term capital appreciation through investments in US large- and mid-cap companies screened for alignment with biblical values.

Investment Approach and Strategy

Strategy: The ETF does not strictly track a specific index but employs a fundamental, values-based screening process to select investments.

Composition The ETF predominantly holds US large- and mid-cap equities, diversified across sectors but excluding companies involved in activities considered morally objectionable by its investment criteria.

Market Share: TPX has a relatively small market share in the overall US large/mid-cap ETF space.

Total Net Assets (AUM): 41000000

Key Competitors

• SPDR S&P 500 ETF Trust (SPY)
• iShares Core S&P 500 ETF (IVV)
• Vanguard S&P 500 ETF (VOO)
• Schwab US Large-Cap ETF (SCHX)

Competitive Landscape

The large-cap ETF market is highly competitive, dominated by low-cost, passively managed index funds. TPX differentiates itself through its values-based investment approach, which appeals to a specific niche market. Its disadvantage is a smaller scale and potentially higher expense ratio compared to larger competitors. TPX advantages stem from attracting values-based investors which its competitors lack.

Historical Performance: Historical performance data needs to be gathered from financial data sources.

Benchmark Comparison: Benchmark comparisons need to be performed with a similar broad market ETF.

Expense Ratio: 0.69

Average Trading Volume

The average trading volume of TPX is relatively low, which can impact trading costs.

Bid-Ask Spread

The bid-ask spread may be wider than more liquid ETFs, potentially increasing transaction costs.

Market Environment Factors

TPX's performance is influenced by overall market conditions, economic growth, and investor sentiment towards large- and mid-cap stocks. Sector-specific trends within the US economy also affect the ETF's holdings.

Growth Trajectory

The growth trajectory depends on the increasing adoption of values-based investing and its ability to attract and retain investors who prioritize faith-based principles.

Competitive Edge

TPXu2019s competitive advantage lies in its unique values-based investment screening process, which differentiates it from traditional ETFs. It caters to investors seeking to align their investments with their religious beliefs. This niche focus allows it to tap into a specific segment of the market. The ETF provides a vehicle for investors who prioritize ethical and moral considerations alongside financial returns.

Volatility

Volatility needs to be checked from historical performance. TPX's returns may be affected by its values-based screening process.

Market Risk

Market risk associated with TPX includes the general fluctuations in the stock market, as well as the potential for underperformance due to its values-based restrictions.

Ideal Investor Profile

The ideal investor is someone who prioritizes investing in companies aligning with biblical principles, and is comfortable with potentially lower returns or higher expenses compared to traditional broad-market ETFs.

Market Risk

TPX is best suited for long-term investors who value ethical considerations and faith-based investing, and are willing to accept potential trade-offs in performance.

Timothy Plan US Large/Mid Cap Core ETF (TPX) is a values-based ETF that screens companies aligning with biblical principles. Its competitive advantage lies in its niche market, catering to investors seeking faith-based investments. The expense ratio is higher than mainstream competitors. Market risk factors are similar to most large-cap ETFs. The ETF is best suited for long-term investors looking to align their investments with their religious beliefs.

• IJH
• IWR
• VO
• SCHM

Data Sources:

• Timothy Plan Website
• ETF.com
• Morningstar

Disclaimers:

The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.