Timothy Plan Large/Mid Cap Growth Fund (TLGAX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Timothy Plan Large/Mid Cap Growth Fund (TLGAX) trades at $14.52 with AI Score 44/100 (Grade C). Timothy Plan Large/Mid Cap Growth Fund (TLGAX) focuses on investing in larger U. S. Market cap: $344M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for TLGAX: TLGAX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates TLGAX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
TLGAX: 1/3 scored disciplines lean bearish. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Timothy Plan Large/Mid Cap Growth Fund (TLGAX) Financial Services Profile
Timothy Plan Large/Mid Cap Growth Fund (TLGAX) is a growth-oriented fund focusing on U.S. companies with market capitalizations exceeding $2 billion. Employing a growth investing style, the fund seeks companies demonstrating potential for above-average growth in key financial metrics, while maintaining a relatively high beta of 1.08.
What Is the Investment Thesis for TLGAX?
TLGAX presents a growth-oriented investment opportunity within the U.S. large-cap equity market. The fund's focus on companies with strong growth potential makes it suitable for investors seeking capital appreciation. A key value driver is the fund's adherence to biblically responsible investing principles, which may attract investors seeking ethical alignment. The fund's growth is tied to the performance of its underlying holdings, particularly those in sectors experiencing rapid expansion. However, the fund's growth investing style and relatively high beta of 1.08 may lead to increased volatility compared to broader market indices. The fund's success depends on its ability to identify and capitalize on growth opportunities while managing risk effectively.
Based on FMP financials and quantitative analysis
TLGAX Key Highlights
Market capitalization of $344M, indicating a mid-sized fund within the asset management landscape.
- Beta of 1.08, suggesting slightly higher volatility compared to the overall market.
- Focus on larger U.S. stocks with market capitalization generally greater than $2 billion.
- Employs a growth investing style, targeting companies with above-average potential for growth.
- No dividend yield, consistent with its growth-oriented investment strategy.
Who Are TLGAX's Competitors?
TLGAX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CAF Morgan Stanley China A Share Fund, Inc. | $19.33 | -1.23% | $325M | 87 |
| FMCLX Federated Hermes Mid Cap Index Fund | $17.31 | -0.86% | $296M | 44 |
| FSCCX Nuveen Small Cap Value Fund | $39.14 | -0.61% | $293M | 44 |
| MMD NYLI MacKay DefinedTerm Muni Opportunities Fund Shs of Beneficial Interest | $15.03 | -0.73% | $282M | 42 |
| SAISX SA International Small Company Fund | $28.48 | -0.25% | $291M | 46 |
| PLTS Platinum Analytics Cayman Ltd. | $17.50 | +0.00% | $316M | 68 |
| LEGO Legato Merger Corp. | $10.00 | +0.10% | $313M | 67 |
| SOR Source Capital, Inc. | $46.29 | -0.92% | $381M | 71 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are TLGAX's Key Strengths?
Focus on growth stocks with high potential.
- Adherence to biblically responsible investing principles.
- Experienced investment management team.
- Diversified portfolio of U.S. large-cap equities.
What Are TLGAX's Weaknesses?
Relatively small market capitalization compared to larger competitors.
- Higher beta indicating greater volatility.
- Dependence on the performance of underlying holdings.
- Lack of dividend yield may deter some investors.
What Could Drive TLGAX Stock Higher?
Potential for increased investor interest in growth stocks.
- Growing demand for biblically responsible investing options.
- Launch of new investment products or strategies.
- Positive performance of underlying holdings.
What Are the Key Risks for TLGAX?
Market volatility and economic downturns.
- Underperformance of underlying holdings.
- Increased competition from other asset management firms.
- Changes in investor preferences and regulatory requirements.
What Are the Growth Opportunities for TLGAX?
- Expansion into new sectors: TLGAX could explore opportunities in emerging sectors such as renewable energy or artificial intelligence, which are projected to experience significant growth in the coming years. By allocating a portion of its portfolio to these sectors, the fund could potentially enhance its returns and attract investors seeking exposure to innovative technologies. The market size for renewable energy is expected to reach $2.15 trillion by 2030, while the AI market is projected to reach $1.84 trillion by 2030.
- Increased focus on ESG investing: TLGAX could further emphasize its commitment to ESG (environmental, social, and governance) investing, which is gaining increasing traction among investors. By incorporating stricter ESG criteria into its investment selection process, the fund could attract investors seeking socially responsible investments and potentially improve its long-term performance.
- Development of new investment products: TLGAX could develop new investment products tailored to specific investor needs or market trends. For example, the fund could launch a thematic ETF focused on a particular sector or investment strategy. By diversifying its product offerings, TLGAX could expand its investor base and increase its assets under management. The ETF market is projected to reach $15 trillion by 2027.
- Strategic partnerships: TLGAX could form strategic partnerships with other financial institutions or investment platforms to expand its distribution network and reach new investors. By collaborating with established players in the industry, the fund could gain access to a wider pool of potential clients and increase its brand awareness. The asset management industry is increasingly characterized by consolidation and strategic alliances.
- Enhanced digital marketing: TLGAX could invest in enhanced digital marketing strategies to reach a wider audience of potential investors. By leveraging social media, online advertising, and content marketing, the fund could increase its visibility and attract new clients. The digital marketing spend in the financial services industry is projected to reach $25 billion by 2027.
What Are TLGAX's Competitive Advantages?
- Adherence to biblically responsible investing principles, attracting a specific segment of investors.
- Established track record in managing growth-oriented portfolios.
- Experienced investment management team.
- Focus on larger U.S. stocks, providing liquidity and stability.
What Does TLGAX Do?
The Timothy Plan Large/Mid Cap Growth Fund (TLGAX) is designed for investors seeking capital appreciation through investments in larger U.S. companies. Established with a commitment to biblically responsible investing, the fund adheres to specific ethical guidelines, avoiding companies involved in activities deemed morally objectionable. TLGAX primarily invests at least 80% of its total assets in the common stock of companies whose market capitalization is generally greater than $2 billion. The fund employs a growth investing style, targeting companies believed to have above-average potential for growth in revenue, earnings, cash flow, or other similar criteria. These stocks typically exhibit low dividend yields and above-average prices relative to earnings and book value. The fund's investment strategy focuses on identifying companies with strong growth prospects and sustainable competitive advantages within their respective industries. TLGAX offers investors a way to participate in the potential upside of growth stocks while aligning their investments with their values.
What Products and Services Does TLGAX Offer?
- Invests primarily in larger U.S. stocks.
- Targets companies with market capitalization generally greater than $2 billion.
- Employs a growth investing style.
- Focuses on companies with above-average potential for growth in revenue, earnings, or cash flow.
- Adheres to biblically responsible investing principles.
- Seeks capital appreciation for investors.
How Does TLGAX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Invests in a portfolio of U.S. stocks selected based on growth potential and ethical considerations.
- Distributes capital gains to investors.
What Industry Does TLGAX Operate In?
The asset management industry is characterized by increasing competition, evolving investor preferences, and technological disruption. Growth funds like TLGAX operate in a segment focused on capital appreciation, often targeting specific sectors or investment styles. The industry is influenced by macroeconomic factors, regulatory changes, and market volatility. TLGAX competes with other growth-oriented funds, including CAF, FMCLX, FSCCX, MMD, and SAISX, each with its own investment approach and risk profile. The fund's success depends on its ability to generate competitive returns and attract investors seeking growth opportunities.
Who Are TLGAX's Key Customers?
- Individual investors seeking capital appreciation.
- Financial advisors seeking growth-oriented investment options for their clients.
- Institutions seeking exposure to U.S. large-cap equities.
How Timothy Plan Large/Mid Cap Growth Fund Is Valued
Relative to its peer group, TLGAX's quantitative score of 44/100 is roughly in line with the peer average of 53/100.
TLGAX Financials
Bull Case vs Bear Case
Bull Case
- Focus on growth stocks with high potential.
- Adherence to biblically responsible investing principles.
- Experienced investment management team.
- Diversified portfolio of U.S. large-cap equities.
Bear Case
- Relatively small market capitalization compared to larger competitors.
- Higher beta indicating greater volatility.
- Dependence on the performance of underlying holdings.
- Lack of dividend yield may deter some investors.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
TLGAX Latest News
No recent news available for TLGAX.
TLGAX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for TLGAX.
Price Targets
Wall Street price target analysis for TLGAX.
TLGAX MoonshotScore
What does this score mean?
The MoonshotScore rates TLGAX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Common Questions About TLGAX (Financial Services)
What does the AI Score mean for TLGAX?
TLGAX holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Timothy Plan Large/Mid Cap Growth Fund (TLGAX) focuses on investing in larger U.S. stocks with a growth investing style. The fund targets companies with above-average potential for growth …
What does Timothy Plan Large/Mid Cap Growth Fund do?
Timothy Plan Large/Mid Cap Growth Fund (TLGAX) is a mutual fund that invests primarily in larger U.S. stocks, focusing on companies with market capitalizations generally greater than $2 billion. The fund employs a growth investing style, seeking companies with above-average potential for growth in revenue, earnings, cash flow, or other similar criteria.
What are the main risks for TLGAX?
The main risks for TLGAX include market volatility, underperformance of underlying holdings, increased competition from other asset management firms, and changes in investor preferences and regulatory requirements. As a growth-oriented fund, TLGAX may be more susceptible to market downturns and economic slowdowns.
What are the key factors to evaluate for TLGAX?
Timothy Plan Large/Mid Cap Growth Fund (TLGAX) holds an AI score of 44/100 (low). TLGAX presents a growth-oriented investment opportunity within the U.S. Not financial advice.
How frequently does TLGAX data refresh on this page?
TLGAX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven TLGAX's recent stock price performance?
Timothy Plan Large/Mid Cap Growth Fund (TLGAX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on growth stocks with high potential. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider TLGAX overvalued or undervalued right now?
Timothy Plan Large/Mid Cap Growth Fund (TLGAX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research TLGAX before investing?
Before investing in Timothy Plan Large/Mid Cap Growth Fund (TLGAX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding TLGAX to a portfolio?
Key strength of Timothy Plan Large/Mid Cap Growth Fund (TLGAX): Focus on growth stocks with high potential. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for TLGAX, limiting the availability of analyst consensus and valuation metrics.
- The information provided is based on available data and may be subject to change.