3 / 5 Stars
4 3 3 1 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#83 in Small Blend
U.S. News evaluated 227 Small 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 33.75 percent over the past year, 17.03 percent over the past three years, 25.70 percent over the past five years, and 8.33 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.6%|
|3 Years (Annualized)||17.0%|
|5 Years (Annualized)||25.7%|
|10 Years (Annualized)||8.3%|
The investment seeks long-term growth of capital, with a secondary objective of current income. The fund primarily invests at least 80% of the fund's total assets in U.S. Small Cap stocks. Small Cap stocks refer to the common stock of smaller companies - companies whose total market capitalization is less than $2 billion. It 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. The fund may invest in equity securities of foreign issuers in the form of American Depositary Receipts (ADRs).
Fees are Above Average compared to funds in the same category.
Timothy Plan Small Cap Value Fund has an expense ratio of 1.55 percent.
Risk is Average compared to funds in the same category according to Morningstar.