Timothy Plan Small/Mid Cap Growth Class A

Frequently Asked Questions About TAAGX

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 $109.4M 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.