TPHE Profile
The Timothy Plan High Dividend Stock Enhanced ETF aims to provide investors with exposure to high dividend-paying stocks through a strategic investment approach. Under normal market conditions, the fund targets investing at least 80% of its net assets, including any borrowings for investment purposes, directly or indirectly in securities that are part of its underlying index. This index, designed by the Sub-Advisor, is an unmanaged, volatility-weighted benchmark that integrates both fundamental and risk control factors.
The index used by the fund combines rigorous fundamental analysis with a focus on volatility weighting to select its constituent securities. By applying fundamental criteria, the index identifies high-quality stocks with strong dividend yields and robust financial metrics. The volatility weighting component then adjusts the index’s composition to mitigate risk by reducing the impact of more volatile stocks, thereby enhancing the overall stability of the fund’s portfolio.
The ETF’s investment strategy revolves around high dividend-paying stocks, which are typically associated with more stable and established companies. The fund’s approach aims to optimize dividend income while controlling for risk through its unique volatility-weighting methodology. This strategy is designed to capture the benefits of high dividend yields while managing the potential downsides associated with market volatility.
Managed by Timothy Plan, the ETF leverages a sophisticated index methodology to deliver a portfolio of high dividend stocks with reduced volatility. The fund’s objective is to provide investors with a stable income stream from dividends, coupled with a risk-managed investment approach. This focus on dividend yield and risk control reflects a commitment to offering a balanced and potentially rewarding investment solution in the equity market.
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