Timothy Plan Large Fund Quote

TLGAX Fund  USD 12.37  0.05  0.41%   

Performance

15 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 34

 
100  
 
Zero
Below Average
Timothy Plan is trading at 12.37 as of the 28th of March 2024; that is 0.41 percent increase since the beginning of the trading day. The fund's open price was 12.32. Timothy Plan has about a 34 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Timothy Plan Large are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund primarily invests at least 80 percent of its total assets in larger U.S. stocks. Larger stocks refer to the common stock of companies whose total market capitalization is generally greater than 2 billion. It invests using a growth investing style. More on Timothy Plan Large

Moving together with Timothy Mutual Fund

  0.96TMVIX Timothy Largemid-capPairCorr
  0.63TGIAX Timothy Plan GrowthPairCorr
  0.8TPAIX Timothy Israel MonPairCorr

Moving against Timothy Mutual Fund

  0.57TFICX Timothy Fixed IncomePairCorr
  0.51TFIAX Timothy Fixed IncomePairCorr
  0.5TPFIX Timothy Fixed IncomePairCorr

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 Plan's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Timothy Plan or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationTimothy Plan Funds, Large Growth Funds, Large Growth, Timothy Plan, Large Growth, Large Growth (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date22nd of February 2023
Fiscal Year EndSeptember
Timothy Plan Large [TLGAX] is traded in USA and was established 28th of March 2024. Timothy Plan is listed under Timothy Plan category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Timothy Plan family. This fund at this time has accumulated 152.99 M in assets with no minimum investment requirementsTimothy Plan Large is currently producing year-to-date (YTD) return of 10.77%, while the total return for the last 3 years was 11.19%.
Check Timothy Plan 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 Plan Large 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 Plan Large Mutual Fund Constituents

WDCWestern DigitalStockInformation Technology
SNPSSynopsysStockInformation Technology
ICEIntercontinental ExchangeStockFinancials
APHAmphenolStockInformation Technology
ZTSZoetis IncStockHealth Care
ABBVAbbVie IncStockHealth Care
COPConocoPhillipsStockEnergy
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Timothy Plan Target Price Odds Analysis

Based on a normal probability distribution, the odds of Timothy Plan jumping above the current price in 90 days from now is about 6.95%. The Timothy Plan Large probability density function shows the probability of Timothy Plan mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Timothy Plan Large has a beta of -0.0565. This usually implies as returns on benchmark increase, returns on holding Timothy Plan are expected to decrease at a much lower rate. During the bear market, however, Timothy Plan Large is likely to outperform the market. Additionally, timothy Plan Large has an alpha of 0.1782, implying that it can generate a 0.18 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 12.37HorizonTargetOdds Above 12.37
92.95%90 days
 12.37 
6.95%
Based on a normal probability distribution, the odds of Timothy Plan to move above the current price in 90 days from now is about 6.95 (This Timothy Plan Large probability density function shows the probability of Timothy Mutual Fund to fall within a particular range of prices over 90 days) .

Timothy Plan Top Holders

TCGAXTimothy Servative GrowthMutual FundAllocation--50% to 70% Equity
TCVCXTimothy Servative GrowthMutual FundAllocation--50% to 70% Equity
TSGAXTimothy Strategic GrowthMutual FundAllocation--50% to 70% Equity
TSGCXTimothy Strategic GrowthMutual FundAllocation--50% to 70% Equity
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Timothy Plan Large Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Timothy Plan market risk premium is the additional return an investor will receive from holding Timothy Plan 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 Plan. 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 Plan's alpha and beta are two of the key measurements used to evaluate Timothy Plan's performance over the market, the standard measures of volatility play an important role as well.

Timothy Plan Against Markets

Picking the right benchmark for Timothy Plan 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 Plan 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 Plan is critical whether you are bullish or bearish towards Timothy Plan Large at a given time. Please also check how Timothy Plan'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 Plan 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.

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How to buy Timothy Mutual Fund?

Before investing in Timothy Plan, 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 Plan. To buy Timothy Plan fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Timothy Plan. 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 Plan fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Timothy Plan Large 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 Plan Large 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 Plan Large, 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 Plan Large?

The danger of trading Timothy Plan Large 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 Plan 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 Plan. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Timothy Plan Large 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 Plan Large. 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 Plan Large information on this page should be used as a complementary analysis to other Timothy Plan'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 Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.

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When running Timothy Plan's price analysis, check to measure Timothy Plan's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Timothy Plan is operating at the current time. Most of Timothy Plan's value examination focuses on studying past and present price action to predict the probability of Timothy Plan's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Timothy Plan's price. Additionally, you may evaluate how the addition of Timothy Plan to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Timothy Plan's value and its price as these two are different measures arrived at by different means. Investors typically determine if Timothy Plan is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Timothy Plan's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.