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Timothy Plan Aggressive Growth A (TAAGX) Fund Ranking and Research

Ranking, Research and Recommendation of Timothy Plan Aggressive Growth A (TAAGX) Fund

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Graph of Timothy Plan Aggressive Growth A Fund (TAAGX) ManagerFund Manager - Edward N. Antoian

Fund Manager Information

Fund Manager Tenure: 12.5 years
Fund Family: Timothy Plan
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.33)     (What does this score mean?)

 

Graph of Timothy Plan Aggressive Growth A Fund (TAAGX) ProfileTimothy Plan Aggressive Growth A Fund (TAAGX) Profile

Fund Profile and Description

Timothy Plan Aggressive Growth A Fund seeks long-term growth of capital. Timothy Plan Aggressive Growth A Fund invests 80% of total assets in U.S. common stocks. It invests in securities of companies without regard to market capitalizations. Timothy Plan Aggressive Growth A Fund invests in securities that have a high probability for superior growth.

 

Timothy Plan Aggressive Growth A (TAAGX) Fund Strength What we like about Timothy Plan Aggressive Growth A (TAAGX) Fund

Data for Timothy Plan Aggressive Growth A Fund (TAAGX) as of May 30, 2016

  • Timothy Plan Aggressive Growth A Fund (TAAGX) management has been with Timothy Plan Aggressive Growth A Fund for 12.5 years
  • Timothy Plan Aggressive Growth A Fund (TAAGX) ratio of up-years vs down years is greater than 2

Timothy Plan Aggressive Growth A Fund (TAAGX) Weakness What we are cautious about Timothy Plan Aggressive Growth A (TAAGX) Fund

Data for Timothy Plan Aggressive Growth A Fund (TAAGX) as of May 30, 2016

  • Timothy Plan Aggressive Growth A Fund (TAAGX) has a less-than-ideal short-term performance (1-year return -14.95% vs -5.73% Mid-Cap Growth category median performance)
  • Timothy Plan Aggressive Growth A Fund (TAAGX) has a less-than-ideal mid-term performance (3-year return 4.19% vs 8.38% Mid-Cap Growth category median performance)
  • Timothy Plan Aggressive Growth A Fund (TAAGX) has a less-than-ideal Long-term performance (5-year return 5.88% vs 7.70% Mid-Cap Growth category median performance)
  • Timothy Plan Aggressive Growth A Fund (TAAGX) has a Morningstar rating of 3 and below
  • Timothy Plan Aggressive Growth A Fund (TAAGX) is less safe compared to its Mid-Cap Growth peers
  • Timothy Plan Aggressive Growth A Fund (TAAGX) has an annual stock turnover rate of 144.00% that is higher than the Mid-Cap Growth average of 50.96%. This could mean Timothy Plan Aggressive Growth A is more nimble, but also signal potential high tax impact and high trading fees
  • Timothy Plan Aggressive Growth A Fund (TAAGX) does not have a good risk adjusted return as its 3-year Alpha of -7.4 is worse than category average of -2.65, and its 3-year Sharpe ratio is 0.34
  • Timothy Plan Aggressive Growth A Fund (TAAGX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.81 that is higher than category average of 13.49
  • Timothy Plan Aggressive Growth A Fund (TAAGX) has a higher expense ratio of 1.67% than its Mid-Cap Growth average of 1.28%
  • Timothy Plan Aggressive Growth A Fund (TAAGX) carries a 5.5% load
See Timothy Plan Aggressive Growth A Fund (TAAGX) performance details as of May 30, 2016

 

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Compare Timothy Plan Aggressive Growth A Fund (TAAGX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Timothy Plan Aggressive Growth A-4.41-14.954.195.88
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Timothy Plan Aggressive Growth A Fund (TAAGX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Timothy Plan Aggressive Growth A Fund (TAAGX) Net Asset TrackingTimothy Plan Aggressive Growth A (TAAGX) Fund Net Asset

Track net asset change of Timothy Plan Aggressive Growth A fund (TAAGX)

DateNet Asset
05/2016$23.79M
03/2016$23.85M
02/2016$19.95M
More historic net asset information on Timothy Plan Aggressive Growth A Fund (TAAGX)

  

Graph of Timothy Plan Aggressive Growth A Fund (TAAGX) Portfolio TrackingTimothy Plan Aggressive Growth A (TAAGX) Fund Portfolio Allocation

Track portfolio allocation change of Timothy Plan Aggressive Growth A fund (TAAGX)

DateCashStockBondOther
03/201615.68%84.31%0%0%
12/20158.57%91.43%0%0%
09/201530.77%67.21%0%2.02%
Click here to see more historic asset allocation information on Timothy Plan Aggressive Growth A Fund (TAAGX)

 

graph of Timothy Plan Aggressive Growth A Fund (TAAGX) Top 10 Position TrackingTop 10 Holdings in Timothy Plan Aggressive Growth A (TAAGX) Fund

Discover what Timothy Plan Aggressive Growth A Fund (TAAGX) manager is buying

Mar 30, 2016
H&E Equipment Services, Inc. [4.86%]
Brunswick Corporation Common St [4.39%]
Werner Enterprises, Inc. [3.96%]
On Assignment, Inc. Common Stoc [3.77%]
MDC Partners Inc A [3.61%]
Popular, Inc. [3.53%]
SEI Investments Company [3.19%]
MGIC Investment Corporation Com [3.01%]
First BanCorp. New Common Stock [2.88%]
SS&C Technologies Holdings, Inc [2.77%]

Dec 30, 2015
Brunswick Corporation Common St [4.77%]
H&E Equipment Services, Inc. [4.75%]
On Assignment, Inc. Common Stoc [4.56%]
SEI Investments Company [3.81%]
Popular, Inc. [3.55%]
MDC Partners Inc Class A [3.13%]
Lazard LTD. Lazard, LTD. Class [3.07%]
MGIC Investment Corporation Com [3.05%]
First BanCorp. New Common Stock [3.01%]
KAR Auction Services, Inc Commo [2.79%]

Sep 29, 2015
SEI Investments Company [3.33%]
Brunswick Corporation Common St [3.06%]
First BanCorp. New Common Stock [2.76%]
KAR Auction Services, Inc Commo [2.54%]
Popular, Inc. [1.97%]
MGIC Investment Corporation Com [1.96%]
SS&C Technologies Holdings, Inc [1.86%]
Cognizant Technology Solutions [1.81%]
On Assignment, Inc. Common Stoc [1.77%]
H&E Equipment Services, Inc. [1.68%]
Click here for Stock Holding Change Map in Timothy Plan Aggressive Growth A Fund (TAAGX)

  

Latest News on Timothy Plan Aggressive Growth A (TAAGX) Fund

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Timothy Plan Aggressive Growth A Fund (TAAGX) Related ResourcesSee more information on Timothy Plan Aggressive Growth A (TAAGX) Fund

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