Transcription of Small Cap Value - The Timothy Plan
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Small Cap Value - The Timothy Plan
VOLATILITYWEIGHTEDCYCLICAL7%Basic Materials10%Consumer Cyclical18%Financial Services7%Real EstateSENSITIVE2%Communication ServicesYTD6%Energy14%IndustrialsClass A1 C1 I2 Defensive sales charges4%Utilities Equivalents0%Fixed12%ETFsHostess Brands Systems USA, in the Box Industrial REIT, Bancorp Solutions Global Infrastructure Inc.$27,85602/02 sales year 3 year 5 year 10 yearSIRussell 2000 Index A1 PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. Investment return and principal Value of an investment will fluctuate; therefore, an investor's shares, when redeemed, may be worth more or less than their orginal cost. Current performance may be higher or lower than the performance data quoted. Visit for the most recent month end Russell 2000 Index tracks the performance of 2,000 of the smallest companies, based on market capitalization. The Index assumes reinvestment of all dividends and distributions and does not reflect any asset based charges for investment management or other expenses.
Assets (as of prior quarter): $14.4 bil Inception with Timothy Plan: Firm: Timothy Partners, Ltd. Investment Style: Large/Mid Cap Value Total Net Assets: $253.4 mil (adjusted by temporary voluntary advisor fee waiver) Gross Net Price/Earnings Ratio: Average Mkt Cap. (wtd): Price‐to‐Book: Est. Forward Growth: Benchmark S&P 500 Index
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