2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#143 in Mid-Cap Growth
U.S. News evaluated 222 Mid-Cap Growth 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 19.49 percent over the past year, 12.21 percent over the past three years, 18.76 percent over the past five years, and 5.55 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.2%|
|3 Years (Annualized)||12.2%|
|5 Years (Annualized)||18.8%|
|10 Years (Annualized)||5.6%|
The investment seeks long-term growth of capital. The fund primarily invests at least 80% of the fund's total assets in larger U.S. stocks. Larger stocks refer to the common stock of companies whose total market capitalization is generally greater than $2 billion. It invests using a growth investing style. Growth funds generally focus on stocks of companies believed to have above-average potential for growth in revenue, earnings, cash flow, or other similar criteria. These stocks typically have low dividend yields and above-average prices in relation to such measures as earnings and book value.
Fees are High compared to funds in the same category.
Timothy Plan Large/Mid Cap Growth Fund has an expense ratio of 1.59 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.