TPLC Profile
The Timothy Plan US Large/Mid Cap Core ETF is designed to provide investors with exposure to a diversified portfolio of U.S. large-cap and mid-cap equities. To achieve its investment objective, the fund, under normal market conditions, invests at least 80% of its net assetsâ€both directly and indirectlyâ€in the securities that are part of its underlying index. This index, constructed and maintained by the Sub-Advisor, is an unmanaged, volatility-weighted benchmark that combines a range of fundamental criteria with a distinctive approach to risk control.
The underlying index used by the fund is notable for its integration of fundamental analysis with a unique volatility-weighting methodology. Unlike traditional market-cap weighted indices, this approach selects securities based on fundamental financial metrics such as earnings growth, revenue stability, and valuation, while adjusting the weight of each security according to its volatility. This strategy aims to enhance the risk-adjusted performance of the fund by reducing the impact of more volatile stocks and emphasizing those with steadier performance.
The ETF targets a broad spectrum of U.S. large-cap and mid-cap stocks, reflecting a comprehensive view of the market’s core sectors. By focusing on fundamental strength and applying volatility weighting, the fund seeks to balance the potential for capital appreciation with effective risk management. This methodology is designed to provide investors with exposure to high-quality companies while mitigating the risks typically associated with market fluctuations.
Managed by Timothy Plan, the ETF leverages a sophisticated investment strategy to deliver a well-rounded portfolio of U.S. equities. The combination of fundamental criteria and volatility weighting aims to optimize the fund’s risk-return profile, offering investors a potentially rewarding investment solution in the large-cap and mid-cap segments of the U.S. equity market. The fund’s focus on core sectors and risk-adjusted performance underscores its commitment to providing value through a strategic investment approach.
|
