Timothy Plan Small Cap Value Fund

Scorecard
3 / 5 Stars
Lipper
4 4 3 1 2
Zacks Investment Research
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Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 229 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 26.45 percent over the past year, 18.56 percent over the past three years, 21.30 percent over the past five years, and 8.26 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 2.3%
1 Year 26.5%
3 Years (Annualized) 18.6%
5 Years (Annualized) 21.3%
10 Years (Annualized) 8.3%

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Summary

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

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.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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