- What does TAAGX invest in?
- The fund allocates a minimum of 80% of its total capital to equities of small and mid-sized companies. It employs a growth-oriented investment strategy, which typically targets businesses expected to demonstrate higher-than-average expansion in metrics like sales, earnings, or operational cash flow. The portfolio maintains a concentrated focus, investing in a select number of firms that the investment manager believes possess a strong probability of delivering exceptional growth.
- What is the expense ratio of TAAGX?
- Timothy Plan Small/Mid Cap Growth Class A (TAAGX) charges an expense ratio of 1.61%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is TAAGX?
- Timothy Plan Small/Mid Cap Growth Class A (TAAGX) manages $117.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is TAAGX actively managed or an index fund?
- TAAGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was TAAGX launched?
- Timothy Plan Small/Mid Cap Growth Class A (TAAGX) launched in October 2000 and is managed by the fund issuer.
- How has TAAGX performed?
- TAAGX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
