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Timothy Plan Small Cap Value C (TSVCX) Fund Ranking and Research

Ranking, Research and Recommendation of Timothy Plan Small Cap Value C (TSVCX) Fund

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Graph of Timothy Plan Small Cap Value C Fund (TSVCX) ManagerFund Manager - Frederic E. Rowsey

Fund Manager Information

Fund Manager Tenure: 4.7 years
Fund Family: Timothy Plan
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)

 

Graph of Timothy Plan Small Cap Value C Fund (TSVCX) ProfileTimothy Plan Small Cap Value C Fund (TSVCX) Profile

Fund Profile and Description

Timothy Plan Small Cap Value C Fund seeks long-term capital growth; current income is secondary. Timothy Plan Small Cap Value C Fund invests at least 80% in U.S. Small Cap stocks. Small Cap stocks refer to the common stock of smaller companies – companies whose total market capitalization is generally less than $2 billion. It may invest in equity securities of foreign issuers in the form of American Depositary Receipts (“ADRs”).

 

Timothy Plan Small Cap Value C (TSVCX) Fund Strength What we like about Timothy Plan Small Cap Value C (TSVCX) Fund

Data for Timothy Plan Small Cap Value C Fund (TSVCX) as of May 30, 2016

  • Timothy Plan Small Cap Value C Fund (TSVCX) management has been with Timothy Plan Small Cap Value C Fund for 4.7 years
  • Timothy Plan Small Cap Value C Fund (TSVCX) has good mid-term performance (3-year return 7.12% vs 6.96% Small Blend category median performance)
  • Timothy Plan Small Cap Value C Fund (TSVCX) has good Long-term performance (5-year return 9.21% vs 7.84% Small Blend category median performance)
  • Asset base in Timothy Plan Small Cap Value C Fund (TSVCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Timothy Plan Small Cap Value C Fund (TSVCX) has an annual stock turnover rate of 30.00% vs Small Blend average of 52.13%. It is good that Timothy Plan Small Cap Value C management does not trade extensively for its return.
  • Timothy Plan Small Cap Value C Fund (TSVCX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.44, lower than category average of 14.58

Timothy Plan Small Cap Value C Fund (TSVCX) Weakness What we are cautious about Timothy Plan Small Cap Value C (TSVCX) Fund

Data for Timothy Plan Small Cap Value C Fund (TSVCX) as of May 30, 2016

  • Timothy Plan Small Cap Value C Fund (TSVCX) has a less-than-ideal short-term performance (1-year return -5.82% vs -5.18% Small Blend category median performance)
  • Timothy Plan Small Cap Value C Fund (TSVCX) ratio of up-years vs down years can be improved
  • Timothy Plan Small Cap Value C Fund (TSVCX) has a Morningstar rating of 3 and below
  • Timothy Plan Small Cap Value C Fund (TSVCX) has a higher expense ratio of 2.23% than its Small Blend average of 1.22%
  • Timothy Plan Small Cap Value C Fund (TSVCX) carries a 1% load
See Timothy Plan Small Cap Value C Fund (TSVCX) performance details as of May 30, 2016

 

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Compare Timothy Plan Small Cap Value C Fund (TSVCX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Timothy Plan Small Cap Value C2.20-5.827.129.21
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Timothy Plan Small Cap Value C Fund (TSVCX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Timothy Plan Small Cap Value C Fund (TSVCX) Net Asset TrackingTimothy Plan Small Cap Value C (TSVCX) Fund Net Asset

Track net asset change of Timothy Plan Small Cap Value C fund (TSVCX)

DateNet Asset
05/2016$94.20M
03/2016$91.70M
02/2016$83.47M
More historic net asset information on Timothy Plan Small Cap Value C Fund (TSVCX)

  

Graph of Timothy Plan Small Cap Value C Fund (TSVCX) Portfolio TrackingTimothy Plan Small Cap Value C (TSVCX) Fund Portfolio Allocation

Track portfolio allocation change of Timothy Plan Small Cap Value C fund (TSVCX)

DateCashStockBondOther
03/201610.09%89.91%0%0%
12/201519.24%80.76%0%0%
09/201548.05%51.95%0%0%
Click here to see more historic asset allocation information on Timothy Plan Small Cap Value C Fund (TSVCX)

 

graph of Timothy Plan Small Cap Value C Fund (TSVCX) Top 10 Position TrackingTop 10 Holdings in Timothy Plan Small Cap Value C (TSVCX) Fund

Discover what Timothy Plan Small Cap Value C Fund (TSVCX) manager is buying

Mar 30, 2016
Trex Company, Inc. Common Stock [2.26%]
CyrusOne Inc [2.26%]
Stag Industrial, Inc. Common St [2.21%]
Chemical Financial Corporation [2.21%]
Summit Hotel Properties, Inc. C [2.2%]
J & J Snack Foods Corp. [2.18%]
International Speedway Corporat [2.17%]
Continental Building Products, [2.14%]
Employers Holdings Inc Common S [2.12%]
RSP Permian, Inc. Common Stock [2.12%]

Dec 30, 2015
J & J Snack Foods Corp. [2.24%]
KapStone Paper and Packaging Co [2.19%]
Terreno Realty Corporation Comm [2.17%]
Berkshire Hills Bancorp, Inc. C [2.16%]
CyrusOne Inc [2.15%]
Oxford Industries, Inc. Common [2.15%]
Allete, Inc. [2.14%]
Omnicell, Inc. [2.13%]
Littelfuse, Inc. [2.12%]
International Speedway Corporat [2.11%]

Sep 29, 2015
OSI Systems, Inc. [2.34%]
Terreno Realty Corporation Comm [1.53%]
Littelfuse, Inc. [1.31%]
Stag Industrial, Inc. Common St [1.3%]
DTS, Inc. [1.29%]
Columbia Banking System, Inc. [1.28%]
Glacier Bancorp, Inc. [1.28%]
Lithia Motors, Inc. Common Stoc [1.28%]
WesBanco, Inc. [1.27%]
Allete, Inc. [1.26%]
Click here for Stock Holding Change Map in Timothy Plan Small Cap Value C Fund (TSVCX)

  

Latest News on Timothy Plan Small Cap Value C (TSVCX) Fund

See what is happening with Timothy Plan Small Cap Value C Fund (TSVCX)

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Timothy Plan Small Cap Value C Fund (TSVCX) Related ResourcesSee more information on Timothy Plan Small Cap Value C (TSVCX) Fund

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