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Upturn AI SWOT - About
Timothy Plan US Small Cap Core ETF (TPSC)
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Upturn Advisory Summary
10/24/2025: TPSC (1-star) is currently NOT-A-BUY. Pass it for now.
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 19.04% | Avg. Invested days 78 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.1 | 52 Weeks Range 32.19 - 45.38 | Updated Date 06/30/2025 |
52 Weeks Range 32.19 - 45.38 | Updated Date 06/30/2025 |
Upturn AI SWOT
Timothy Plan US Small Cap Core ETF
ETF Overview
Overview
The Timothy Plan US Small Cap Core ETF (TPSC) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Timothy Plan US Small Cap Core Index. It focuses on U.S. small-cap companies while adhering to biblically responsible investing principles.
Reputation and Reliability
Timothy Plan is known for its biblically responsible investing (BRI) approach, which filters investments based on ethical and moral criteria.
Management Expertise
Timothy Plan has experience in managing faith-based investment products, leveraging expertise in financial markets and ethical screening.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Timothy Plan US Small Cap Core Index.
Investment Approach and Strategy
Strategy: Tracks the Timothy Plan US Small Cap Core Index, which employs biblically responsible investing principles.
Composition Primarily holds stocks of small-cap U.S. companies, screened based on Timothy Plan's ethical criteria.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 17500000
Competitors
Key Competitors
- IWM
- VB
- SMLV
Competitive Landscape
The small-cap ETF market is highly competitive. TPSC differentiates itself through its biblically responsible investing mandate. Competitors offer broader market exposure with potentially lower expense ratios. TPSCu2019s advantage is appealing to investors seeking ethically aligned investments. However, this comes at a potential cost of reduced diversification.
Financial Performance
Historical Performance: Historical financial performance data is not readily available.
Benchmark Comparison: Benchmark comparison data not readily available.
Expense Ratio: 0.57
Liquidity
Average Trading Volume
TPSC's average trading volume is relatively low, potentially impacting trade execution costs.
Bid-Ask Spread
The bid-ask spread can be wider than more liquid ETFs, reflecting the lower trading volume.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment toward small-cap stocks can affect TPSC's performance.
Growth Trajectory
Growth depends on investor adoption of biblically responsible investing and the performance of small-cap companies meeting the fund's criteria.
Moat and Competitive Advantages
Competitive Edge
TPSC's competitive advantage lies in its unique focus on biblically responsible investing within the small-cap space, attracting investors seeking ethical alignment. This niche focus differentiates it from broader small-cap ETFs. It caters to a specific investor base that values moral and religious principles. While this limits the investment universe, it provides a strong appeal to a particular demographic.
Risk Analysis
Volatility
As a small-cap ETF, TPSC is likely to exhibit higher volatility compared to large-cap ETFs.
Market Risk
TPSC is exposed to market risk inherent in small-cap stocks, including economic downturns and sector-specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who prioritizes biblically responsible investing and seeks exposure to U.S. small-cap stocks.
Market Risk
Suitable for long-term investors who align with Timothy Plan's ethical guidelines and are comfortable with small-cap volatility.
Summary
The Timothy Plan US Small Cap Core ETF provides exposure to U.S. small-cap companies while adhering to biblically responsible investing principles. Its competitive advantage lies in attracting investors who prioritize ethical and moral considerations. However, investors should be aware of the potential for higher volatility associated with small-cap stocks and the fundu2019s niche focus. The fundu2019s performance is dependent on the growth of small-cap companies meeting its ethical criteria and investor demand for BRI investments. TPSC may also have lower liquidity when compared to other small cap ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Timothy Plan Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investment decisions should be based on individual financial circumstances and risk tolerance.
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 US Small Cap Core 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 Victory U.S. Small Cap Volatility Weighted BRI Index, an unmanaged, volatility weighted index created by the fund's Sub-Advisor. The index combines fundamental criteria with individual security risk control achieved through volatility weighting of individual securities, rather than traditional market-cap weighting.
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