3 / 5 Stars
4 4 5 1 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#250 in Large Blend
U.S. News evaluated 486 Large Blend 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 20.81 percent over the past year, 12.54 percent over the past three years, 18.06 percent over the past five years, and 8.87 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.8%|
|3 Years (Annualized)||12.5%|
|5 Years (Annualized)||18.1%|
|10 Years (Annualized)||8.9%|
The investment seeks long-term growth of capital, with a secondary objective of current income. The fund normally invests in U.S. common stocks. It will normally invest at least 80% of the fund's total assets in companies whose total market capitalization exceeds $2 billion. The fund invests using a value investing style. Value funds typically emphasize stocks whose prices are below average in relation to such measures as earnings and book value; these stocks often have above-average dividend yields.
Fees are Above Average compared to funds in the same category.
Timothy Plan Large/Mid Cap Value Fund has an expense ratio of 1.49 percent.
Risk is Average compared to funds in the same category according to Morningstar.