Timothy Plan Small Cap Value Fund (TSVCX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.09: the stock has moved about 9% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerTimothy Plan Small Cap Value Fund (TSVCX) trades at $10.55. Timothy Plan Small Cap Value Fund (TSVCX) invests primarily in U.S. small-cap stocks using a value investing style. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for TSVCX: TSVCX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Timothy Plan Small Cap Value Fund (TSVCX) Financial Services Profile
Timothy Plan Small Cap Value Fund (TSVCX) offers investors exposure to undervalued U.S. small-cap stocks, employing a value investing strategy focused on companies within the Russell 2000 Index. With a beta of 1.09, the fund seeks capital appreciation through investments in companies with low price-to-earnings and price-to-book ratios.
What Is the Investment Thesis for TSVCX?
TSVCX presents a value proposition for investors seeking exposure to undervalued U.S. small-cap stocks. With a market capitalization of $0.18 billion, the fund offers a focused approach to value investing within the Russell 2000 Index. The fund's strategy of targeting companies with low price-to-earnings and price-to-book ratios could generate returns as these companies revert to their intrinsic values. Upcoming catalysts include potential market corrections that could create further value opportunities within the small-cap space. However, potential risks include the fund's beta of 1.09, indicating volatility similar to the broader market, and the absence of dividend income. The fund's success hinges on its ability to identify and capitalize on undervalued opportunities within the small-cap universe, making it suitable for investors with a long-term investment horizon and a tolerance for market fluctuations.
Based on FMP financials and quantitative analysis
TSVCX Key Highlights
Market capitalization of $0.18 billion indicates a small-cap focus.
- Beta of 1.09 suggests volatility in line with the broader market.
- Value investing style targets companies with low price-to-earnings and price-to-book ratios.
- Invests primarily in U.S. stocks within the Russell 2000 Index range.
- No dividend yield, reinvesting all earnings for potential capital appreciation.
Who Are TSVCX's Competitors?
TSVCX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BSL Blackstone / GSO Senior Floating Rate Term Fund | $12.92 | -0.31% | $169M | — |
| DFDSX DF Dent Small Cap Growth Fund | $23.64 | -0.55% | $160M | — |
| GIOTX GMO International Developed Equity Allocation Fund | $27.28 | +0.26% | $221M | — |
| NWGSX Nationwide WCM Focused Small Cap Fund | $24.48 | +0.70% | $156M | — |
| SPVZX PGIM Quant Solutions Mid-Cap Value Fund Class Z | $33.93 | +0.09% | $189M | — |
| BLK BlackRock, Inc. | $1069.43 | -0.93% | $167B | 52 5-pillar |
| BX Blackstone Inc. | $111.82 | -1.36% | $135B | 69 5-pillar |
| APOS Apollo Global Management, Inc. | $25.50 | -0.39% | $74.6B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are TSVCX's Key Strengths?
Disciplined value investing approach.
- Focus on the small-cap segment.
- Experienced investment management team.
- Alignment with the Russell 2000 Index.
What Are TSVCX's Weaknesses?
Small market capitalization of $0.18 billion.
- No dividend yield.
- Potential for underperformance during growth-oriented market cycles.
- Beta of 1.09 indicates market-level volatility.
What Are the Key Risks for TSVCX?
Economic downturn impacting small-cap companies.
- Changes in investor sentiment towards value investing.
- Intense competition in the asset management industry.
- Beta of 1.09 indicates market-level volatility.
What Are TSVCX's Competitive Advantages?
- Established value investing strategy.
- Focus on the Russell 2000 Index.
- Experienced investment management team.
- Disciplined approach to fundamental analysis.
What Does TSVCX Do?
Timothy Plan Small Cap Value Fund (TSVCX) is designed to provide investors with exposure to the U.S. small-cap equity market, specifically targeting companies deemed to be undervalued based on traditional value metrics. The fund operates under a value investing philosophy, which emphasizes the purchase of stocks whose prices are low relative to their earnings, book value, and other fundamental measures. TSVCX primarily invests at least 80% of its total assets in stocks with market capitalizations that fall within the range of companies included in the Russell 2000 Index, a widely recognized benchmark for small-cap stocks in the United States. The fund's investment strategy involves identifying companies with strong underlying fundamentals that are temporarily out of favor with the market, leading to depressed stock prices. By focusing on these undervalued companies, TSVCX aims to achieve long-term capital appreciation for its investors. The fund's investment decisions are guided by a disciplined approach to value investing, which includes thorough fundamental analysis and a focus on downside protection. TSVCX does not offer dividends, reinvesting all earnings to maximize potential capital gains. The fund is managed by experienced investment professionals who have a deep understanding of the small-cap equity market and a proven track record of value investing.
What Products and Services Does TSVCX Offer?
- Invests primarily in U.S. small-cap stocks.
- Employs a value investing strategy.
- Targets companies within the Russell 2000 Index range.
- Focuses on stocks with low price-to-earnings and price-to-book ratios.
- Seeks long-term capital appreciation.
- Reinvests all earnings, offering no dividend yield.
How Does TSVCX Make Money?
- Generates revenue through management fees based on AUM.
- Implements a value investing strategy to identify undervalued stocks.
- Manages a portfolio of small-cap stocks within the Russell 2000 Index.
- Reinvests all earnings to maximize potential capital gains.
What Industry Does TSVCX Operate In?
The asset management industry is characterized by intense competition and evolving investor preferences. Funds like TSVCX operate in a landscape where performance, fees, and investment strategies are closely scrutinized. The small-cap value segment, in particular, is influenced by macroeconomic factors, interest rate movements, and investor sentiment towards smaller companies. TSVCX's focus on value investing positions it to potentially outperform during periods when value stocks are in favor, but it may underperform during growth-oriented market cycles. Competitors such as BSL, DFDSX, GIOTX, NWGSX, and SPVZX offer alternative approaches to small-cap investing, creating a diverse range of options for investors.
Who Are TSVCX's Key Customers?
- Individual investors seeking exposure to small-cap value stocks.
- Financial advisors looking for value-oriented investment options.
- Institutional investors seeking diversification in small-cap equities.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
TSVCX Financials
Bull Case vs Bear Case
Bull Case
- Disciplined value investing approach.
- Focus on the small-cap segment.
- Experienced investment management team.
- Alignment with the Russell 2000 Index.
Bear Case
- Small market capitalization of $0.18 billion.
- No dividend yield.
- Potential for underperformance during growth-oriented market cycles.
- Beta of 1.09 indicates market-level volatility.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
TSVCX Latest News
No recent news available for TSVCX.
TSVCX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for TSVCX.
Price Targets
Wall Street price target analysis for TSVCX.
TSVCX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for TSVCX; grades run from A+ (80-100) to F (below 30).
Timothy Plan Small Cap Value Fund ADR Information Sponsored
An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company trading on U.S. stock exchanges. TSVCX, as an ADR Level 2, represents shares of a fund domiciled outside the U.S., allowing U.S. investors to invest in it without the complexities of cross-border transactions. It simplifies trading, as it's denominated in U.S. dollars and traded during U.S. market hours.
- Home Market Ticker: Maitland, US
- ADR Level: 2
- ADR Ratio: 1:1
Common Questions About TSVCX (Financials)
What are the main risks for TSVCX?
The main risks for TSVCX include market risk, which is the possibility of losses due to fluctuations in the overall stock market. Small-cap stocks, in particular, can be more volatile than large-cap stocks. Additionally, the fund's value investing strategy may underperform during periods when growth stocks are in favor.
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
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data based on available information as of 2026-03-17.