1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#104 in Conservative Allocation
U.S. News evaluated 189 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -3.44 percent over the past year, and 1.67 percent over the past three years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||4.4%|
|3 Years (Annualized)||1.7%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks the protection of principal through aggressive, proactive reactions to prevailing economic conditions. The fund invests varying percentages of the total assets in Real Estate Investment Trusts, Commodities-based Exchange Traded Funds (ETFs), Treasury-Inflation Protection Securities, cash and cash equivalents. It may, from time to time, take temporary defensive positions that are inconsistent with the fund's principal investment strategies by taking large, small, or even no position in any one or more of the Asset Classes in attempting to respond to adverse market, economic, political, or other conditions. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Timothy Plan Defensive Strategies Fund has an expense ratio of 1.26 percent.
Risk is High compared to funds in the same category according to Morningstar.