Mutual Fund Insights: Timothy Plan Small-Cap Value A Fund (TPLNX)

In-depth Analysis of Timothy Plan Small-Cap Value A Fund (TPLNX)

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See Timothy Plan Small-Cap Value A Fund (TPLNX) performance details as of January 31, 2010

  

Last Trade: $11.62 on 3/18/2010, Change: -0.04 (-0.34%)

Experiment our closing price forecasting tool for Timothy Plan Small-Cap Value A Fund (TPLNX) (alpha release)

  

Fund Manager - C. J. McDonald

Fund Manager Tenure: 4.2 years
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)

McDonald is a vice president and research group head of Westwood. McDonald holds the Chartered Financial Analyst designation.  Get more insights on C. J. McDonald

  

 What we like about Timothy Plan Small-Cap Value A Fund (TPLNX)

Data for Timothy Plan Small-Cap Value A Fund (TPLNX) as of January 31, 2010

• Timothy Plan Small-Cap Value A Fund (TPLNX) management has been with Timothy Plan Small-Cap Value A Fund for 4.2 years
• Timothy Plan Small-Cap Value A Fund (TPLNX) has good mid-term performance (3-year return -7.25% vs -7.80% Small Blend category average)
• Timothy Plan Small-Cap Value A Fund (TPLNX) has good Long-term performance (5-year return 0.70% vs 0.36% Small Blend category average)
• Timothy Plan Small-Cap Value A Fund (TPLNX) has an annual stock turnover rate of 57.15% vs Small Blend average of 96.31%. It is good that Timothy Plan Small-Cap Value A management does not trade extensively for its return.
• Timothy Plan Small-Cap Value A Fund (TPLNX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.46, lower than category average of 25.24

  

 What we are cautious about Timothy Plan Small-Cap Value A Fund (TPLNX)

Data for Timothy Plan Small-Cap Value A Fund (TPLNX) as of January 31, 2010

• Timothy Plan Small-Cap Value A Fund (TPLNX) has a less-than-ideal short-term performance (1-year return 30.95% vs 41.29% Small Blend category average)
• Timothy Plan Small-Cap Value A Fund (TPLNX) ratio of up-years vs down years can be improved
• Timothy Plan Small-Cap Value A Fund (TPLNX) has a Morningstar rating of 3 and below
• Timothy Plan Small-Cap Value A Fund (TPLNX) is less safe compared to its Small Blend peers
• Timothy Plan Small-Cap Value A Fund (TPLNX) does not have a good risk adjusted return as its 3-year Alpha of 1.38 is worse than category average of 1.82, and its 3-year Sharpe ratio is -0.28
• Timothy Plan Small-Cap Value A Fund (TPLNX) has a higher management fee of 1.55% than its Small Blend average of 1.53%
• Timothy Plan Small-Cap Value A Fund (TPLNX) carries a 5.5% load

See Timothy Plan Small-Cap Value A Fund (TPLNX) performance details as of January 31, 2010

  

  

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Timothy Plan Small-Cap Value A Fund (TPLNX) Net Asset

Track net asset change of Timothy Plan Small-Cap Value A fund (TPLNX)

Date	Net Asset
01/2010	$38.98M
11/2009	$37.78M
10/2009	$44.27M

More historic net asset information on Timothy Plan Small-Cap Value A Fund (TPLNX)

  

Timothy Plan Small-Cap Value A Fund (TPLNX) Portfolio Allocation

Track portfolio allocation change of Timothy Plan Small-Cap Value A fund (TPLNX)

Date	Cash	Stock	Bond	Other
10/2009	8.66%	91.34%	0%	0%
09/2009	4.47%	95.53%	0%	0%
08/2009	3.66%	96.34%	0%	0%

Click here to see more historic asset allocation information on Timothy Plan Small-Cap Value A Fund (TPLNX)

  

Most Recent Top 10 Holdings in Timothy Plan Small-Cap Value A Fund (TPLNX)

Discover what Timothy Plan Small-Cap Value A Fund (TPLNX) manager is buying

31-Oct-09 Timothy Plan Money Market [8.66%] KAYDON CP [2.32%] JARDEN CP [2.27%] UMB Financial Corporation [2.17%] EQUITY LIFESTYLE PRP [2.13%] CLECO CP(HLDG CO) [2.11%] John Wiley & Sons, Inc. A [2.1%] Chattem, Inc. [2.09%] MARCUS CP [2.09%] STIFEL FINANCIAL CP [2.07%]

30-Sep-09 Timothy Plan Money Market [4.47%] BE Aerospace, Inc. [2.61%] Atlas Energy, Inc. [2.55%] The Middleby Corporation [2.47%] Caseys General Stores, Inc. [2.46%] Texas Capital Bancshares, Inc. [2.43%] APTAR GROUP INC [2.41%] Moog, Inc. A [2.4%] TELEDYNE TECH INC [2.34%] EQUITY LIFESTYLE PRP [2.34%]

31-Aug-09 Timothy Plan Money Market [3.66%] Atlas Energy, Inc. [2.65%] PEROT SYSTEMS CP [2.6%] Knight Capital Group, Inc. [2.55%] ManTech International Corporati [2.51%] Texas Capital Bancshares, Inc. [2.5%] KAYDON CP [2.48%] Moog, Inc. A [2.46%] GENESEE [2.41%]

Click here for Stock Holding Change Map in Timothy Plan Small-Cap Value A Fund (TPLNX)

  

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See more information on Timothy Plan Small-Cap Value A Fund (TPLNX)

• Timothy Plan Small-Cap Value A Fund Insights
• Timothy Plan Small-Cap Value A Fund Performance Data
• Timothy Plan Small-Cap Value A Fund News
• Timothy Plan Small-Cap Value A Fund Score Explaination
• Timothy Plan Small-Cap Value A Fund Manager Information
• Historic Timothy Plan Small-Cap Value A Fund Asset Allocation Report
• Historic Timothy Plan Small-Cap Value A Fund Top 10 Holding Tracking
• Historic Timothy Plan Small-Cap Value A Fund Asset Under Management Tracking