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

Overview

The Timothy Plan US Large/Mid Cap Core ETF (TPMC) seeks long-term capital appreciation by investing in U.S. large and mid-cap companies while adhering to biblical values-based investing principles, excluding companies involved in activities deemed morally objectionable.

Reputation and Reliability

Timothy Plan is known for its faith-based investment approach and commitment to socially responsible investing, with a track record spanning several years.

Management Expertise

The management team has experience in faith-based and socially responsible investing, guiding the fund's investment strategy.

Goal

To seek long-term capital appreciation by investing in U.S. large and mid-cap companies that align with biblical values.

Investment Approach and Strategy

Strategy: The ETF employs a screening process based on biblical values to exclude companies involved in certain activities. It does not aim to track a specific market index but rather seeks to outperform a broad market benchmark while adhering to its ethical standards.

Composition The ETF primarily holds stocks of large and mid-cap U.S. companies that pass the fund's values-based screening criteria.

Market Share: TPMC's market share is relatively small compared to broad market large/mid-cap ETFs.

Total Net Assets (AUM): 23827188

Key Competitors

• SPDR S&P 500 ETF Trust (SPY)
• iShares Core S&P 500 ETF (IVV)
• Vanguard Total Stock Market ETF (VTI)

Competitive Landscape

The ETF industry for large and mid-cap core funds is highly competitive, dominated by ETFs with enormous AUM and low expense ratios. TPMC distinguishes itself with its values-based investing approach, which appeals to investors seeking to align their investments with their religious beliefs. However, its higher expense ratio and smaller AUM put it at a disadvantage compared to its larger competitors.

Historical Performance: Historical performance data is not available in this response. Refer to official fund documentation for returns over different time periods.

Benchmark Comparison: Benchmark comparison data is not available in this response. Refer to official fund documentation for detailed performance metrics.

Expense Ratio: 0.69

Average Trading Volume

The average trading volume of TPMC is relatively low, which may impact the ease of buying and selling shares.

Bid-Ask Spread

TPMC's bid-ask spread can be wider than more liquid ETFs, potentially increasing transaction costs.

Market Environment Factors

TPMC's performance is influenced by factors affecting the overall U.S. equity market, including economic growth, interest rates, inflation, and geopolitical events. Sector-specific trends also play a role, depending on the ETF's holdings.

Growth Trajectory

TPMC's growth trajectory depends on its ability to attract investors seeking values-based investing options, its performance relative to its benchmark, and its ability to maintain a competitive expense ratio. Changes to strategy and holdings will be guided by the values-based investment principles.

Competitive Edge

TPMC's primary competitive advantage lies in its values-based investment approach, appealing to investors who prioritize ethical and religious considerations in their investment decisions. This niche focus provides a distinct market segment. The ETFu2019s screening process is designed to exclude companies involved in activities that conflict with biblical principles. This differentiates it from standard market ETFs that do not incorporate such screens, giving religious investors the opportunity to diversify and align their investments.

Volatility

TPMC's volatility is similar to that of the broader large/mid-cap market, depending on its specific holdings.

Market Risk

TPMC is exposed to market risk, the risk that the overall stock market declines, which could negatively impact the ETF's value. Additionally, its values-based screening process could result in a more concentrated portfolio, increasing stock-specific risk.

Ideal Investor Profile

The ideal investor for TPMC is one who seeks long-term capital appreciation and prioritizes investing in companies aligned with biblical values. This investor is willing to accept the potential for lower returns and higher expense ratios in exchange for ethical alignment.

Market Risk

TPMC is best suited for long-term investors who prioritize values-based investing and are comfortable with moderate risk.

The Timothy Plan US Large/Mid Cap Core ETF (TPMC) offers exposure to U.S. large and mid-cap equities with a focus on biblical values-based investing. Its investment strategy screens out companies involved in activities deemed morally objectionable. TPMC's competitive edge lies in its niche focus, appealing to investors seeking ethical alignment, though its expense ratio is higher than broad market ETFs. Investors should consider their personal values and risk tolerance before investing in TPMC.

Data Sources:

• Timothy Plan Official Website
• ETF.com
• Morningstar
• Yahoo Finance

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market share data is approximate and may vary.