TPLE Profile
The Timothy Plan US Large/Mid Cap Core Enhanced ETF aims to provide investors with a diversified investment in U.S. large-cap and mid-cap equities by adhering to a robust, strategic approach. To meet its investment objectives, the fund typically allocates at least 80% of its net assets, either directly or indirectly, into securities that are part of its underlying index. This index, created and maintained by the Sub-Advisor, is a volatility-weighted benchmark that employs a combination of fundamental criteria and innovative risk management techniques.
The underlying index is distinctive for its use of volatility weighting in conjunction with fundamental analysis. Unlike traditional indices that rely on market capitalization to determine stock weightings, this index adjusts the weight of each security based on its volatility, along with various fundamental metrics such as earnings growth, revenue consistency, and financial health. This approach aims to mitigate risk by reducing the influence of highly volatile stocks while emphasizing those with more stable performance characteristics.
This ETF targets a broad array of U.S. large-cap and mid-cap stocks, reflecting a wide cross-section of the market’s core sectors. By incorporating fundamental analysis and volatility weighting, the fund seeks to enhance risk-adjusted returns and provide investors with exposure to high-quality companies across the large-cap and mid-cap spectrum. The focus on fundamental strength and risk control is intended to improve the overall performance of the fund while managing market volatility.
Managed by Timothy Plan, the ETF utilizes a sophisticated investment strategy designed to optimize the risk-return profile of its portfolio. Through a combination of fundamental stock selection and volatility-based weighting, the fund aims to deliver a more balanced and potentially rewarding investment experience. Its commitment to combining robust fundamental criteria with advanced risk management techniques underscores its dedication to providing value and stability in the large-cap and mid-cap equity markets.
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