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

Overview

The Timothy Plan US Large/Mid Cap Core ETF (TPMC) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Timothy Plan US Large/Mid Cap Core Index. It focuses on investing in large- and mid-capitalization US companies, adhering to biblically responsible investing principles.

Reputation and Reliability

Timothy Plan is known for its commitment to biblically responsible investing and has a track record of providing faith-based investment options.

Management Expertise

Timothy Plan's management team has experience in managing socially responsible investments, adhering to specific ethical and religious guidelines.

Goal

To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Timothy Plan US Large/Mid Cap Core Index.

Investment Approach and Strategy

Strategy: TPMC aims to track the Timothy Plan US Large/Mid Cap Core Index, a biblically responsible index of US large- and mid-cap companies.

Composition The ETF holds primarily stocks of US large- and mid-cap companies that align with the Timothy Plan's biblically responsible investing criteria.

Market Share: TPMC holds a relatively small market share within the broader US large/mid-cap ETF market.

Total Net Assets (AUM): 29695647

Key Competitors

• IVV
• SPY
• VOO
• IJH

Competitive Landscape

The competitive landscape is dominated by large, established ETFs like IVV, SPY, and VOO. TPMC differentiates itself through its biblically responsible investing approach, which appeals to a specific niche of investors. However, it faces challenges in terms of scale and liquidity compared to its larger competitors.

Historical Performance: Historical performance data should be obtained from official sources like the Timothy Plan website or financial data providers.

Benchmark Comparison: The ETF's performance should be compared to the Timothy Plan US Large/Mid Cap Core Index to assess tracking effectiveness.

Expense Ratio: 0.59

Average Trading Volume

The average trading volume for TPMC is relatively low, suggesting potentially lower liquidity compared to larger ETFs.

Bid-Ask Spread

The bid-ask spread may be wider compared to more liquid ETFs, potentially increasing trading costs.

Market Environment Factors

TPMC's performance is influenced by overall market conditions, economic growth, and sector-specific trends affecting large- and mid-cap US companies.

Growth Trajectory

The growth trajectory depends on investor interest in biblically responsible investing and the ETF's ability to attract assets and improve liquidity.

Competitive Edge

TPMC's primary competitive advantage is its biblically responsible investing approach, which caters to investors seeking investments aligned with their faith-based values. This niche focus distinguishes it from broader market ETFs. The fund filters companies based on alignment with biblical principles. This targeted approach allows it to serve a specific segment of the market who value ethical considerations alongside financial returns.

Volatility

TPMC's volatility is expected to be similar to that of the broader US large/mid-cap market, although its smaller size might contribute to slightly higher volatility.

Market Risk

TPMC is subject to market risk, which includes the risk of declines in the overall stock market and sector-specific risks affecting its holdings.

Ideal Investor Profile

The ideal investor is someone who prioritizes biblically responsible investing and seeks exposure to US large- and mid-cap companies that align with their values.

Market Risk

TPMC is suitable for long-term investors seeking to align their investments with their faith and who are comfortable with the risks associated with equity investments.

The Timothy Plan US Large/Mid Cap Core ETF is designed for investors who want to invest in US large- and mid-cap companies while adhering to biblically responsible investing principles. It seeks to track the Timothy Plan US Large/Mid Cap Core Index and offers a niche investment option for faith-based investors. While its AUM and liquidity are smaller compared to larger ETFs, it provides a unique value proposition for its target audience. Investors should consider its expense ratio and liquidity before investing.

Data Sources:

• Timothy Plan Website
• ETF.com
• Morningstar
• Bloomberg
• YCharts

Disclaimers:

This analysis is for informational purposes only and does not constitute investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Market share data is approximate and based on available information. Performance data should be obtained from official sources.