- What does TPLNX invest in?
- The Timothy Plan Small Cap Value Fund is designed to allocate a substantial portion – no less than 80% of its total assets – to stocks of U.S. companies. These companies are typically those with market capitalizations within the range of firms comprising the Russell 2000 Index. The fund employs a value-oriented investment strategy, seeking out equities whose market prices are perceived as undervalued relative to their intrinsic worth, often judged by metrics like earnings and book value. These types of companies also frequently distribute above-average dividends.
- What is the expense ratio of TPLNX?
- Timothy Plan Small Cap Value Fund (TPLNX) charges an expense ratio of 1.50%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is TPLNX?
- Timothy Plan Small Cap Value Fund (TPLNX) manages $175.9M 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 TPLNX actively managed or an index fund?
- TPLNX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (TPLNX's is 1.50%) because there's no security selection cost.
- When was TPLNX launched?
- Timothy Plan Small Cap Value Fund (TPLNX) launched in March 1994 and is managed by the fund issuer.
- How has TPLNX performed?
- TPLNX'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.
