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.Read Prospectus
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.
Timothy Plan has partnered withto 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.
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.
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.
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.
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.
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.