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Smart Beta BRI ETFs

What makes Timothy Plan’s ETFs interesting?

A new offering that strives to bring glory to God through biblically responsible investing. In short, biblical filters and cutting edge investment strategy are what set Timothy Plan smart beta ETFs apart. Smart beta, for us, means that the underlying stocks are valued based on their volatility rather than the company's size or production. This aligns with our goal of Godly stewardship as we seek to manage risk for the investor by leaning more on the companies that exhibit price stability.

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NEWMARKET NEUTRAL ETF

An actively managed Biblically Responsible ETF that seeks to generate income from equities without equity volatility. It is designed to be an innovative solution to income generation in a low-rate environment, as well as an alternative income stream to fixed income, as with all of Timothy Plan's investments, applies Timothy Plan's traditional biblical filters. The Fund uses a multi-strategy approach. First, it seeks income from long positions in foreign and domestic dividend producing equity securities of any market capitalization size. Second, the fund seeds to offset market risk by selling short high-correlating equity index futures contracts, such as the S&P 500 Index, Russell 2000 or MSCI EAFE Indexes, or exchange-traded funds (ETFs) that track such indexes.

US LARGE/MID CAP CORE ETF

A Biblically Responsible ETF that strives to reduce risk and produce returns through tracking the performance of the Victory US Large Cap Volatility Weighted BRI Index, which includes Timothy Plan's traditional biblical filters.

US LARGE/MID CAP CORE ENHANCED ETF

A Biblically Responsible Tactical ETF that strives to reduce risk and produce returns through tracking the performance of the Victory US Large/Mid Cap Long/Cash Volatility Weighted BRI Index, which includes Timothy Plan's traditional biblical filters. The ETF additionally contains a tactical overlay that seeks to mitigate risk in periods of significant market decline for the risk-averse investor.

HIGH DIVIDEND STOCK ETF

A Biblically Responsible ETF that strives to reduce risk and produce returns, along with dividend income, through tracking the performance of the Victory US Large Cap High Dividend Volatility Weighted BRI Index, which includes Timothy Plan's traditional biblical filters.

HIGH DIVIDEND STOCK ENHANCED ETF

A Biblically Responsible Tactical ETF that strives to reduce risk and produce returns, along with dividend income, through tracking the performance of the Victory US Large Cap High Dividend Volatility Weighted BRI Index, which includes Timothy Plan's traditional biblical filters. The ETF additionally contains a tactical overlay that seeks to mitigate risk in periods of significant market decline for the risk-averse investor.

SMALL CAP CORE

A Biblically Responsible ETF that strives to reduce risk and produce returns through tracking the performance of the Victory US Small Cap Volatility Weighted BRI Index, which includes Timothy Plan's traditional biblical filters.

INTERNATIONAL ETF

A Biblically Responsible ETF that strives to reduce risk and produce returns through tracking the performance of the Victory International Volatility Weighted BRI Index, which includes Timothy Plan's traditional biblical filters.
FINRA’s BrokerCheck | Check the background of ETF distributor Foreside Fund Services, LLC., on FINRA’s BrokerCheck.

Seeking Value While Being Obedient

Smart Beta

Traditional financial strategies diversify based on a company's size or revenue. Smart beta utilizes technology to identify other performance metrics of the stock in question to better identify good investment opportunities. For us, it's volatility.

Professionally Managed

Timothy Plan has partnered with Victory Capital to serve as the sub-advisor for our ETFs. Victory Capital has launched multiple ETFs and manages billions of dollars with their proprietary volatility weighting (smart beta) methodology.

Biblical Filters

Timothy Plan was the pioneer in biblically responsible investing. The same biblical filters that have become synonymous with our mutual funds are applied to our ETFs. We offer strict filtering on the biblical imperatives that protect the most vulnerable of our culture, such as pornography, abortion, alcohol, human rights and more.

Reduced Operating Cost

While actively managed mutual funds are an important part of a well-balanced portfolio, a passively managed fund offers a reduced cost to the investor. This is achieved by the reduced trading costs and reduced mangement fees.

Tax Efficiency

ETFs are more tax efficient for regular investment accounts (not an IRA or other retirement account), as in most instances, capital gains are not passed on to the investor.

Transparency

Timothy Plan has always been transparent about the holdings of its mutual funds. Should you ever want to know which stocks are in a particular fund, whether it is one of our mutual funds or an ETF, you may contact the home office. In addition, we will always be transparent about operating expenses and any sales charges.

The Impact of Principled Investing

Timothy Plan is more than simply not investing in things. Yes, the foundation of our platform is filtering companies to make certain the ones we own do not participate in activities that stand contrary to our moral convictions. However, the importance of our mission is rooted every bit as much in our moral imperatives. Within those imperatives is the call to actively support the organizations and companies that are working to build the best possible future, by adhering to the Biblical principles of right and wrong. Through our support, and those like us, we will enable organizations with the most positive message to be the most influential in the future designs of our community.

Scripture warns that the volume of riches can increase, and the impact can lessen—if that increase in volume is offset by support of activities and ideologies that have a direct negative effect on our community. The impact of our investments affects more than the return column on our account statements, it enables companies of high moral character to establish a greater presence in our community at large—Kingdom Impact Investing.

Invest with purpose.

Invest with principles.

Invest with impact.

Impact Investing in a way that focuses on a healthy, moral environment that surrounds our children everyday.