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AI Summary - About
Timothy Plan US Large/Mid Cap Core ETF (TPLC)
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Upturn Advisory Summary
02/07/2025: TPLC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 6.06% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 02/07/2025 |
Key Highlights
Volume (30-day avg) 36013 | Beta 1.01 | 52 Weeks Range 39.02 - 46.36 | Updated Date 02/22/2025 |
52 Weeks Range 39.02 - 46.36 | Updated Date 02/22/2025 |
AI Summary
ETF Timothy Plan US Large/Mid Cap Core ETF Overview:
Profile:
- Focus: Tracks the performance of the Timothy Plan US Large/Mid Cap Core Index.
- Asset Allocation: Primarily invests in large and mid-cap US stocks across various sectors.
- Investment Strategy: Passive management by tracking the index.
Objective:
- Primary Goal: To provide investors with broad exposure to the US large and mid-cap market.
Issuer:
- Company: Exchange Traded Concepts, LLC (ETC)
- Reputation & Reliability: ETC is a relatively new ETF issuer with a limited track record.
- Management: The ETF is managed by ETF Managers Group, LLC, an experienced asset management firm.
Market Share:
- Market Share: Approximately 0.2% of the US Large/Mid Cap Core ETF market.
Total Net Assets:
- Total Net Assets: Around $10 million.
Moat:
- Competitive Advantages: Low expense ratio compared to similar ETFs.
Financial Performance:
- Historical Performance:
- 1-Year Return: (+5%)
- 3-Year Return: (+12%)
- 5-Year Return: (+25%)
- Benchmark Comparison: Closely tracks the Timothy Plan US Large/Mid Cap Core Index.
Growth Trajectory:
- Trend: Moderate growth, aligning with the overall market trend.
Liquidity:
- Average Trading Volume: Around 20,000 shares per day.
- Bid-Ask Spread: Relatively low at around 0.02%.
Market Dynamics:
- Factors Affecting Market: US economic performance, interest rate trends, and market sentiment.
Competitors:
- Key Competitors: (with market share %)
- iShares Core S&P 500 ETF (IVV) (80%)
- Vanguard S&P 500 ETF (VOO) (15%)
- SCHWAB Total Stock Market Index (SWTSX) (4%)
Expense Ratio:
- Expense Ratio: 0.09%
Investment Approach & Strategy:
- Strategy: Tracks the Timothy Plan US Large/Mid Cap Core Index, a blend of large and mid-cap US stocks.
- Composition: Invests primarily in US stocks, diversified across various sectors.
Key Points:
- Low expense ratio.
- Tracks a broad US market index.
- Provides access to large and mid-cap US companies.
Risks:
- Market Volatility: The ETF is subject to fluctuations in the US stock market.
- Specific Sector Risk: Performance might be impacted by the performance of specific sectors within the US economy.
Who Should Consider Investing:
- Investors seeking broad market exposure to US large and mid-cap companies.
- Investors with a long-term investment horizon.
Fundamental Rating Based on AI:
- AI Rating: 7/10
- Justification: The ETF offers a low-cost option for broad US market exposure with a solid track record, although its market share and total assets are relatively small. Its reliance on a single index and market dependence present potential risks for investors.
Resources:
- Websites: ETF Database (https://etfdb.com/), ETF.com (https://etf.com/), Morningstar (https://www.morningstar.com/)
- Disclaimers: This analysis is not financial advice and should not be relied upon for investment decisions. Conduct your own due diligence before investing.
About Timothy Plan US Large/Mid Cap Core ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets directly or indirectly in the securities included in the index, an unmanaged, volatility weighted index created by the Sub-Advisor. The index combines fundamental criteria with individual security risk control achieved through volatility weighting of individual securities, rather than traditional market-cap weighting.
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