Timothy Plan Small Cap Value Fund (TPLNX) Fund Overview

Timothy Plan Small Cap Value Fund (TPLNX) Financial Services Profile

Timothy Plan Small Cap Value Fund (TPLNX) is an asset management fund employing a value investing strategy, focusing on U.S. small-cap stocks within the Russell 2000 Index. The fund seeks undervalued companies with solid fundamentals, offering investors exposure to a diversified portfolio of small-cap value stocks.

What Is the Investment Thesis for TPLNX?

Timothy Plan Small Cap Value Fund (TPLNX) presents an investment opportunity focused on U.S. small-cap value stocks. The fund's value investing approach seeks to identify undervalued companies with the potential for long-term capital appreciation. With at least 80% of its assets invested in stocks within the Russell 2000 Index, TPLNX offers exposure to a diversified portfolio of smaller companies. A key value driver is the potential for these companies to outperform as their intrinsic value is recognized by the market. Ongoing catalysts include the continued economic recovery and the potential for increased investor interest in small-cap stocks. Potential risks include market volatility and the possibility that the fund's value investing strategy may underperform during periods of growth-oriented market sentiment. The fund's expense ratio and management fees should also be considered when evaluating its overall investment attractiveness.

Based on FMP financials and quantitative analysis

TPLNX Key Highlights

TPLNX invests at least 80% of its assets in U.S. stocks within the Russell 2000 Index, providing exposure to small-cap companies.

• The fund employs a value investing style, targeting stocks with below-average prices relative to earnings and book value.
• TPLNX integrates biblically responsible investing guidelines, avoiding companies involved in activities inconsistent with biblical values.
• The fund's beta of 1.09 indicates a market risk level close to the overall market.
• TPLNX has a market capitalization of $0.17 billion, reflecting its focus on smaller companies.

Who Are TPLNX's Competitors?

TPLNX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are TPLNX's Key Strengths?

Value investing approach.

• Focus on U.S. small-cap stocks.
• Biblically responsible investing guidelines.
• Exposure to the Russell 2000 Index.

What Are TPLNX's Weaknesses?

Small market capitalization.

• Potential for underperformance during growth-oriented market cycles.
• Dependence on the Russell 2000 Index.
• Limited brand recognition.

What Are the Key Risks for TPLNX?

Market volatility impacting small-cap stock valuations.

• Underperformance during periods of growth-oriented market sentiment.
• Competition from other asset management firms.
• Economic downturn affecting small-cap companies.

What Are TPLNX's Competitive Advantages?

• Established track record in value investing.
• Integration of biblically responsible investing guidelines.
• Access to the Russell 2000 Index universe.
• Experienced investment management team.

What Does TPLNX Do?

Timothy Plan Small Cap Value Fund (TPLNX) is a mutual fund managed with a value investing approach. The fund's primary objective is to achieve capital appreciation by investing at least 80% of its total assets in U.S. stocks whose market capitalizations fall within the range of the Russell 2000 Index. This index represents a significant portion of the U.S. equity market, comprising smaller companies with substantial growth potential. The fund's investment strategy emphasizes stocks that are considered undervalued based on metrics such as earnings and book value. These stocks often exhibit above-average dividend yields, further enhancing their attractiveness to value-oriented investors. TPLNX offers investors a way to access a diversified portfolio of small-cap value stocks, managed according to biblically responsible investing guidelines. The fund's investment decisions are guided by the principles of the Timothy Plan, which incorporates a faith-based perspective into the investment process. This approach seeks to avoid companies involved in activities that are inconsistent with biblical values, such as alcohol, tobacco, gambling, and pornography. By integrating these ethical considerations into its investment strategy, TPLNX aims to provide investors with both financial returns and peace of mind.

What Products and Services Does TPLNX Offer?

• Invests primarily in U.S. stocks with market capitalizations within the Russell 2000 Index.
• Employs a value investing style, seeking undervalued companies.
• Focuses on stocks with below-average prices relative to earnings and book value.
• Integrates biblically responsible investing guidelines.
• Avoids companies involved in activities inconsistent with biblical values.
• Offers investors exposure to a diversified portfolio of small-cap value stocks.
• Seeks long-term capital appreciation.

How Does TPLNX Make Money?

• Generates revenue through management fees charged as a percentage of assets under management (AUM).
• AUM growth is driven by investment performance and net investor inflows.
• Expenses include investment management fees, operating expenses, and distribution costs.

What Industry Does TPLNX Operate In?

The asset management industry is characterized by intense competition, with numerous firms offering a wide range of investment products and services. The industry is influenced by market trends, economic conditions, and regulatory changes. Value investing, the strategy employed by TPLNX, can experience periods of both outperformance and underperformance relative to growth-oriented strategies. The Russell 2000 Index, which serves as the fund's benchmark, represents a significant segment of the U.S. equity market, providing exposure to smaller companies with growth potential. TPLNX competes with other value-focused funds and asset managers seeking to capitalize on undervalued investment opportunities.

Who Are TPLNX's Key Customers?

• Individual investors seeking exposure to small-cap value stocks.
• Financial advisors and wealth management firms.
• Institutional investors with a value-oriented investment approach.
• Investors seeking biblically responsible investment options.

TPLNX Financials

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Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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