Timothy Plan - Timothy Plan US Large/Mid Cap Core Enhanced ETF (TPLE)

Overview

The Timothy Plan US Large/Mid Cap Core Enhanced ETF (TPMC) seeks long-term capital appreciation by investing in US large and mid-cap companies while adhering to biblically responsible investing principles. It employs a core-satellite approach, combining a core portfolio of well-established companies with enhanced strategies to potentially outperform the market.

Reputation and Reliability

Timothy Plan is known for its biblically responsible investing approach and commitment to ethical investing.

Management Expertise

Timothy Plan has experience managing faith-based investment products and employs a team focused on both financial analysis and adherence to their ethical criteria.

Goal

To seek long-term capital appreciation while adhering to biblically responsible investing principles.

Investment Approach and Strategy

Strategy: The ETF uses a core-satellite approach, blending a core portfolio with enhanced strategies.

Composition Primarily composed of US large and mid-cap stocks selected based on financial metrics and adherence to Timothy Plan's ethical screens.

Market Share: Insufficient data available to accurately assess the exact market share.

Total Net Assets (AUM): Data unavailable.

Key Competitors

• SPY
• IVV
• VOO
• IJH

Competitive Landscape

The ETF industry is highly competitive, dominated by larger, well-established ETFs like SPY, IVV, and VOO. TPMC differentiates itself through its focus on biblically responsible investing, which may attract investors seeking values-aligned investments. This focus provides a niche advantage but might limit its broader appeal compared to competitors focused solely on market performance. Given the lack of AUM data, TPMC is a smaller player than its competitors.

Historical Performance: Historical performance data not available in provided context.

Benchmark Comparison: Benchmark comparison requires historical performance data.

Expense Ratio: 0.79

Average Trading Volume

Trading volume data is not available.

Bid-Ask Spread

Bid-ask spread data is not available.

Market Environment Factors

The ETF's performance is influenced by overall market conditions, economic growth, and investor sentiment towards large and mid-cap companies. Sector performance within the US equity market also plays a significant role.

Growth Trajectory

Growth depends on the ETF's ability to attract investors seeking biblically responsible investments and its ability to deliver competitive returns compared to traditional market benchmarks. Changes in holdings and strategy will also impact performance.

Competitive Edge

TPMC's competitive advantage lies primarily in its focus on biblically responsible investing, appealing to a specific niche of investors who prioritize ethical and religious values in their investment decisions. This specialization allows it to attract investors who might not consider traditional ETFs. Its adherence to biblical principles distinguishes it from broader market ETFs. However, it must also deliver competitive returns within its universe of screened stocks.

Volatility

Volatility information requires historical performance data.

Market Risk

The ETF is subject to market risk, as its performance is tied to the performance of the underlying US large and mid-cap stocks. Sector-specific risks within the portfolio also apply. The ethical screening process might exclude some high-performing stocks, potentially impacting overall returns.

Ideal Investor Profile

The ideal investor is someone who prioritizes biblically responsible investing and seeks long-term capital appreciation through exposure to US large and mid-cap equities while aligning their investments with their religious beliefs.

Market Risk

Suitable for long-term investors seeking values-based investments. May not be suitable for active traders focused solely on short-term gains, as the ethical screens may limit trading opportunities.

The Timothy Plan US Large/Mid Cap Core Enhanced ETF offers exposure to US large and mid-cap stocks while adhering to biblically responsible investing principles. Its core-satellite approach aims for long-term capital appreciation, but its performance is subject to market risk and the constraints of its ethical screening process. It appeals to investors seeking to align their investments with their religious values. Investors should consider their individual risk tolerance and investment goals before investing. Data to accurately gauge its size and trading characteristics is limited.

Data Sources:

• Timothy Plan Website
• ETF.com
• Morningstar

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.