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Timothy Plan - Timothy Plan US Large/Mid Cap Core Enhanced ETF (TPLE)
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Upturn Advisory Summary
01/17/2025: TPLE (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -8.76% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/17/2025 |
Key Highlights
Volume (30-day avg) 3826 | Beta 0.6 | 52 Weeks Range 22.45 - 27.71 | Updated Date 01/22/2025 |
52 Weeks Range 22.45 - 27.71 | Updated Date 01/22/2025 |
AI Summary
ETF Timothy Plan - Timothy Plan US Large/Mid Cap Core Enhanced ETF Summary
Profile:
- Focus: Large- and Mid-Cap US Equities
- Asset Allocation: 80% US Large Cap, 20% US Mid Cap
- Investment Strategy: Active management, seeking to outperform the Russell 2500 Index through a combination of stock selection and sector allocation
Objective:
- To provide long-term capital appreciation through a combination of capital gains and income
Issuer:
- Timothy Plan
- Reputation and Reliability: Limited information available on Timothy Plan's reputation and reliability.
- Management: Information on the management team's experience and expertise is unavailable.
Market Share:
- It is difficult to determine the ETF's market share in its sector due to limited information.
Total Net Assets:
- Information on the total net assets under management is currently unavailable.
Moat:
- The ETF's competitive advantages are unclear due to limited information on its management, strategy, and track record.
Financial Performance:
- Historical financial performance data is unavailable.
Growth Trajectory:
- Identifying growth trends and patterns is not possible due to the lack of historical data.
Liquidity:
- Information on average trading volume and bid-ask spread is unavailable.
Market Dynamics:
- Analyzing factors affecting the ETF's market environment is not possible due to limited information.
Competitors:
- Identifying key competitors and their market share percentages is not possible without further research.
Expense Ratio:
- The expense ratio is currently unavailable.
Investment Approach and Strategy:
- Strategy: Aims to outperform the Russell 2500 Index through active management.
- Composition: Allocation divided between 80% large-cap and 20% mid-cap US equities.
Key Points:
- Actively managed ETF focusing on large- and mid-cap US equities.
- Aims to outperform the Russell 2500 Index.
- Limited information available on its management, track record, and competitive advantages.
Risks:
- Volatility: Historical volatility information is unavailable.
- Market Risk: Underlying assets are subject to market fluctuations and potential losses.
Who Should Consider Investing:
- Investors with a high-risk tolerance and a long-term investment horizon.
- Investors seeking potential capital appreciation through active management.
Fundamental Rating Based on AI:
- Due to the limited information available, an accurate AI-based rating of the ETF's fundamentals is not possible.
Resources and Disclaimers:
- Sources used: Timothy Plan website (https://www.timothyplan.com/)
- Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a qualified financial advisor before making any investment decisions.
Note: Due to the lack of information available, this summary cannot provide a comprehensive overview of the ETF. It is recommended to conduct further research and due diligence before making any investment decisions.
About Timothy Plan - Timothy Plan US Large/Mid Cap Core Enhanced 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.
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