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Upturn AI SWOT - About
Timothy Plan - Timothy Plan US Large/Mid Cap Core Enhanced ETF (TPLE)
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Upturn Advisory Summary
08/14/2025: TPLE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 4.27% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.58 | 52 Weeks Range 22.12 - 27.55 | Updated Date 06/29/2025 |
52 Weeks Range 22.12 - 27.55 | Updated Date 06/29/2025 |
Upturn AI SWOT
Timothy Plan - Timothy Plan US Large/Mid Cap Core Enhanced ETF
ETF Overview
Overview
The Timothy Plan US Large/Mid Cap Core Enhanced ETF seeks long-term capital appreciation by investing in U.S. large and mid-cap companies while adhering to biblically responsible investing principles. It aims to outperform its benchmark index by employing an enhanced indexing strategy.
Reputation and Reliability
Timothy Plan is known for its biblically responsible investing approach and commitment to Christian values. They have a moderate track record in the ETF market.
Management Expertise
The management team possesses experience in applying faith-based investment strategies, but performance compared to secular ETFs may vary.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in U.S. large and mid-cap companies aligned with biblically responsible investing principles.
Investment Approach and Strategy
Strategy: The ETF uses an enhanced indexing strategy, aiming to outperform the Russell 1000 Index while screening companies based on biblical values.
Composition The ETF primarily holds stocks of U.S. large and mid-cap companies. Sector allocations are influenced by the underlying index and biblically responsible screens.
Market Position
Market Share: The Timothy Plan US Large/Mid Cap Core Enhanced ETF holds a small market share in the overall US large/mid-cap ETF market.
Total Net Assets (AUM): 24567623
Competitors
Key Competitors
- SPY (SPY)
- IVV (IVV)
- VOO (VOO)
- IJH (IJH)
- IWR (IWR)
Competitive Landscape
The ETF industry is highly competitive, dominated by large index funds like SPY, IVV and VOO. TPUS has a unique niche focusing on biblically responsible investing. Its advantage lies in attracting investors who prioritize faith-based values, however its AUM is low when compared to other general market competitors.
Financial Performance
Historical Performance: Data unavailable.
Benchmark Comparison: Data unavailable.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
Average trading volume is relatively low, which can impact execution costs.
Bid-Ask Spread
The bid-ask spread can be wider than more liquid ETFs, potentially increasing trading costs.
Market Dynamics
Market Environment Factors
The ETF's performance is influenced by overall market conditions, economic growth, and investor sentiment towards large and mid-cap stocks.
Growth Trajectory
Growth trends depend on the increasing interest in socially responsible and biblically aligned investing, coupled with effective marketing.
Moat and Competitive Advantages
Competitive Edge
The Timothy Plan US Large/Mid Cap Core Enhanced ETF's competitive edge lies in its biblically responsible investing focus, which differentiates it from conventional ETFs. This attracts a specific segment of investors who prioritize faith-based values in their investment decisions. The ETF's strategy aligns with investors seeking investments that reflect their religious beliefs. The fund also provides a way to diversify portfolios while adhering to ethical guidelines rooted in Christian values.
Risk Analysis
Volatility
Volatility is expected to be similar to other large and mid-cap equity ETFs, dependent on the overall market.
Market Risk
The ETF is subject to market risk, meaning its value can fluctuate based on economic conditions, investor sentiment, and company-specific factors.
Investor Profile
Ideal Investor Profile
The ideal investor is one who prioritizes biblically responsible investing and seeks long-term capital appreciation.
Market Risk
The ETF is suitable for long-term investors who align their investments with their faith-based values. It is less suitable for active traders due to liquidity considerations.
Summary
The Timothy Plan US Large/Mid Cap Core Enhanced ETF provides a biblically responsible investment option for investors seeking exposure to the U.S. large and mid-cap equity market. It employs an enhanced indexing strategy, aiming to outperform its benchmark while adhering to faith-based values. Its competitive advantage lies in its niche market and appeal to socially conscious investors. However, its smaller AUM and liquidity may pose some challenges for active traders. Investors should weigh its unique focus against its expense ratio and liquidity compared to broader market ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Timothy Plan Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should consult with a qualified financial advisor before making any investment decisions. Market share data is estimated and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.