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Upturn AI SWOT - About
Timothy Plan Market Neutral ETF (TPMN)
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Upturn Advisory Summary
07/29/2025: TPMN (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 11.66% | Avg. Invested days 79 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 22.44 - 24.71 | Updated Date 06/30/2025 |
52 Weeks Range 22.44 - 24.71 | Updated Date 06/30/2025 |
Upturn AI SWOT
Timothy Plan Market Neutral ETF
ETF Overview
Overview
The Timothy Plan Market Neutral ETF aims to provide capital appreciation while minimizing market risk. It seeks to achieve this through a market neutral strategy, investing in both long and short positions to offset market fluctuations. The ETF focuses on aligning investments with biblical values and avoids companies involved in activities deemed morally objectionable.
Reputation and Reliability
Timothy Plan is known for its commitment to biblically responsible investing (BRI) and has a history of providing investment options aligned with Christian values.
Management Expertise
The management team possesses experience in managing socially responsible investments and employing market neutral strategies.
Investment Objective
Goal
To provide capital appreciation with reduced market risk by employing a market neutral investment strategy.
Investment Approach and Strategy
Strategy: The ETF uses a market neutral strategy, combining long and short positions in securities to neutralize market exposure.
Composition The ETF holds a diversified portfolio of stocks, with both long and short positions designed to offset market volatility.
Market Position
Market Share: Data not available to provide a specific market share.
Total Net Assets (AUM): Insufficient information to provide a precise value.
Competitors
Key Competitors
- QMN (QuantShares U.S. Market Neutral Value ETF)
- BTAL (AGF U.S. Market Neutral Anti-Beta Fund)
- RYE (Invesco S&P 500 Equal Weight Energy ETF)
Competitive Landscape
The market neutral ETF landscape is competitive, with various funds employing different strategies to achieve market neutrality. Timothy Plan's unique focus on biblically responsible investing differentiates it, but its performance and AUM may be smaller compared to larger, more established market neutral ETFs. This ETF may appeal to investors seeking faith-based investments.
Financial Performance
Historical Performance: Historical performance data is needed to evaluate the ETF's track record.
Benchmark Comparison: A benchmark comparison is needed to assess the ETF's effectiveness.
Expense Ratio: Data not available to provide an expense ratio.
Liquidity
Average Trading Volume
Trading volume depends on investor interest and can fluctuate, so a real-time quote of average trading volume needs to be obtained from a financial data source.
Bid-Ask Spread
The bid-ask spread is influenced by trading volume and market conditions and needs real-time quotes to assess cost.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market conditions affecting the stock market generally impact market neutral ETFs; additionally, investor sentiment towards biblically responsible investing plays a role.
Growth Trajectory
Growth trends depend on investor demand for market neutral strategies and the increasing popularity of socially responsible and faith-based investing, including changes to strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
Timothy Plan Market Neutral ETFu2019s competitive advantage lies in its biblically responsible investing (BRI) approach, which resonates with investors seeking faith-based investment options. This unique focus allows it to tap into a niche market of investors who prioritize ethical and moral considerations in their investment decisions. The ETF's alignment with Christian values distinguishes it from competitors, attracting investors who are willing to compromise slightly on performance for values alignment. This niche focus creates a loyal investor base and a distinct brand identity within the ETF market.
Risk Analysis
Volatility
Historical volatility needs to be analyzed using available data.
Market Risk
Specific risks are associated with the underlying assets and the effectiveness of the market neutral strategy in different market conditions. The performance is not guaranteed and can fluctuate.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks capital appreciation while minimizing market risk and prioritizing biblically responsible investing.
Market Risk
This ETF is suitable for long-term investors who are seeking a diversified investment option aligned with their values.
Summary
Timothy Plan Market Neutral ETF seeks capital appreciation while minimizing market risk through a market-neutral strategy. It uniquely caters to biblically responsible investors. The ETF's success relies on the effectiveness of its strategy and the demand for faith-based investment options. While historical data is limited, its competitive edge lies in its niche focus, which may appeal to specific investors. Investors should conduct thorough research before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Timothy Plan Website
- ETF.com
- Morningstar
- Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
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 Market Neutral ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The adviser pursues the fund's investment objective by implementing a proprietary, "market neutral" investment strategy designed to seek income from the fund's investments while maintaining a low correlation to the foreign and domestic equity and bond markets. The adviser uses a multi-strategy approach. The fund will be actively managed, meaning that the sub-advisor may make changes to the fund's portfolio at any time.
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.