Timothy Largemid Cap Value Fund Quote
| TLVAX Fund | USD 23.43 0.25 1.06% |
Performance12 of 100
| Odds Of DistressLess than 19
|
Timothy Largemid is trading at 23.43 as of the 16th of April 2024; that is -1.06% down since the beginning of the trading day. The fund's open price was 23.68. Timothy Largemid has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Timothy Largemid Cap Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of April 2022 and ending today, the 16th of April 2024. Click here to learn more.
The fund normally invests in U.S. common stocks. It will normally invest at least 80 percent of its total assets in companies whose total market capitalization exceeds 2 billion. The fund invests using a value investing style. Value funds typically emphasize stocks whose prices are below average in relation to such measures as earnings and book value these stocks often have above-average dividend yields.. More on Timothy Largemid Cap Value
Moving together with Timothy Mutual Fund
| 0.87 | TGCIX | Timothy Plan Growth | PairCorr |
| 0.88 | TGIAX | Timothy Plan Growth | PairCorr |
| 0.98 | TIAGX | Timothy Aggressive Growth | PairCorr |
| 0.9 | TICIX | Timothy Israel Mon | PairCorr |
| 0.89 | TIGIX | Timothy Plan Growth | PairCorr |
Timothy Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Timothy Largemid's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Timothy Largemid or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Timothy Plan Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Timothy Plan, Large, Mid-Cap Blend (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 22nd of February 2023 |
| Fiscal Year End | September |
Timothy Largemid Cap Value [TLVAX] is traded in USA and was established 16th of April 2024. Timothy Largemid is listed under Timothy Plan category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Timothy Plan family. This fund at this time has accumulated 295.45 M in assets with no minimum investment requirementsTimothy Largemid Cap is currently producing year-to-date (YTD) return of 9.74% with the current yeild of 0.0%, while the total return for the last 3 years was 8.6%.
Check Timothy Largemid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Timothy Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Timothy Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Timothy Largemid Cap Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Timothy Largemid Cap Value Mutual Fund Constituents
| XRAY | Dentsply Sirona | Stock | Health Care |
| UNP | Union Pacific | Stock | Industrials |
| SJM | JM Smucker | Stock | Consumer Staples |
| PDCO | Patterson Companies | Stock | Health Care |
| EOG | EOG Resources | Stock | Energy |
| LW | Lamb Weston Holdings | Stock | Consumer Staples |
| DTE | DTE Energy | Stock | Utilities |
Timothy Largemid Target Price Odds Analysis
Based on a normal probability distribution, the odds of Timothy Largemid jumping above the current price in 90 days from now is about 46.64%. The Timothy Largemid Cap Value probability density function shows the probability of Timothy Largemid mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0236. This usually implies Timothy Largemid Cap Value market returns are sensitive to returns on the market. As the market goes up or down, Timothy Largemid is expected to follow. Additionally, timothy Largemid Cap Value has an alpha of 0.0363, implying that it can generate a 0.0363 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Timothy Largemid to move above the current price in 90 days from now is about 46.64 (This Timothy Largemid Cap Value probability density function shows the probability of Timothy Mutual Fund to fall within a particular range of prices over 90 days) .
Timothy Largemid Top Holders
| TCGAX | Timothy Servative Growth | Mutual Fund | Allocation--50% to 70% Equity |
| TCVCX | Timothy Servative Growth | Mutual Fund | Allocation--50% to 70% Equity |
| TSGAX | Timothy Strategic Growth | Mutual Fund | Allocation--50% to 70% Equity |
| TSGCX | Timothy Strategic Growth | Mutual Fund | Allocation--50% to 70% Equity |
Timothy Largemid Cap Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Timothy Largemid market risk premium is the additional return an investor will receive from holding Timothy Largemid long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Timothy Largemid. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Timothy Largemid's alpha and beta are two of the key measurements used to evaluate Timothy Largemid's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.566 | |||
| Semi Deviation | 0.5704 | |||
| Standard Deviation | 0.7147 | |||
| Variance | 0.5108 |
Timothy Largemid Against Markets
Picking the right benchmark for Timothy Largemid mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Timothy Largemid mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Timothy Largemid is critical whether you are bullish or bearish towards Timothy Largemid Cap Value at a given time. Please also check how Timothy Largemid's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Timothy Largemid without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Sign In To Macroaxis Now
Sign In To MacroaxisSign in to explore Macroaxis' wealth optimization platform and fintech modules |
| All Next | Launch Module |
How to buy Timothy Mutual Fund?
Before investing in Timothy Largemid, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Timothy Largemid. To buy Timothy Largemid fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Timothy Largemid. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Timothy Largemid fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Timothy Largemid Cap Value fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Timothy Largemid Cap Value fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Timothy Largemid Cap Value, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Timothy Largemid Cap Value?
The danger of trading Timothy Largemid Cap Value is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Timothy Largemid is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Timothy Largemid. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Timothy Largemid Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Timothy Largemid Cap Value. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Timothy Largemid Cap information on this page should be used as a complementary analysis to other Timothy Largemid's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.