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FundSummaries

Mutual Fund Summaries

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Small Cap Value Bullet

SMALL CAP VALUE

Invests in smaller companies that may be undervalued.

GOAL: Long-term capital growth with some current income.

Class A TPLNX $21.80 -0.16%
Class C TSVCX $12.82 -0.09%
Class I TPVIX $22.26 -0.16%
Large/Mid Cap Value Bullet

LARGE/MID CAP VALUE

Invests in larger, potentially less volatile, companies that appear to be undervalued.

GOAL: Long-term capital growth with some current income.

Class A TLVAX $26.01 -0.11%
Class C TLVCX $18.38 -0.08%
Class I TMVIX $26.40 -0.12%
Large/Mid Cap Growth Bullet

LARGE/MID
CAP GROWTH

Invests in larger companies that appear to have above average potential for growth.

GOAL: Long-term capital growth.

Class A TLGAX $14.12 +0.02%
Class C TLGCX $9.94 +0.02%
Class I TPLIX $14.67 +0.03%
Small/Mid Cap Growth (FKA Aggressive Growth) Bullet

Small/Mid Cap Growth (FKA Aggressive Growth)

Invests in companies that appear to have above average potential for growth, and is designed for those who don't mind the risk that generally accompanies higher potential returns.

GOAL: Higher potential long-term growth with higher risk.

Class A TAAGX $14.26 -0.04%
Class C TCAGX $10.38 -0.03%
Class I TIAGX $14.79 -0.03%
Growth and Income Bullet

GROWTH & INCOME

Invests in a mixture of stocks and bonds, with a focus on preservation of capital, matching or exceeding inflation and current income.

GOAL: Total return through a combination of growth and income, while providing preservation of capital in a declining market.

Class A TGIAX $11.07 -0.04%
Class C TGCIX $10.58 -0.05%
Class I TIGIX $11.16 -0.05%
Fixed Income Bullet

FIXED
INCOME

Invests in investment grade bond funds, for those who do not like stock market risk but desire higher returns than are normally available through certificates of deposit.

GOAL: Generate a high level of current income, consistent with prudent investment risk.

Class A TFIAX $9.17 -0.01%
Class C TFICX $9.17 -0.01%
Class I TPFIX $9.08 -0.01%
High Yield Bond Bullet

HIGH YIELD
BOND

Invests in bonds rated below investment grade, increasing risk, while also increasing the potential for higher returns.

GOAL: Generate a high level of income, with a slightly increased level of risk.

Class A TPHAX $9.09 +0.01%
Class C TPHCX $9.26 +0%
Class I TPHIX $9.10 +0.01%
International Bullet

INTERNATIONAL

The Fund normally invests at least 80% of the Fund’s total assets in the securities of foreign companies (companies domiciled in countries other than the United States) that appear to be poised and capable of experiencing growth, without regard to market capitalizations.

GOAL: Long-term growth of capital, with a higher risk due to currency and political volatility.

Class A TPIAX $13.31 +0.15%
Class C TPICX $12.72 +0.14%
Class I TPIIX $13.37 +0.14%
Israel Common Values Bullet

ISRAEL COMMON VALUES

Invests in equities of companies either domiciled or incorporated in the country of Israel.

GOAL: Long-term growth of capital with a risk level comparable to a common growth fund.

Class A TPAIX $24.97 +0.42%
Class C TPCIX $22.99 +0.39%
Class I TICIX $25.40 +0.43%
Defensive Strategies Bullet

DEFENSIVE STRATEGIES

Invests in REITs, TIPs, commodities, cash and cash equivalents. Holds physical gold bullion outside of a Central Bank.

GOAL: Protection of principal through aggressive, proactive reactions to prevailing economic conditions.

Class A TPDAX $14.56 +0%
Class C TPDCX $13.64 +0.01%
Class I TPDIX $14.60 +0.01%
Strategic Growth Bullet

STRATEGIC GROWTH

A fund of funds. Invests in a mixture of Timothy Plan funds.

GOAL: Long-term growth by weighting the investment in funds with higher growth potential, while reducing risk through diversification.

Class A TSGAX $10.22 +0.01%
Class C TSGCX $8.69 +0.01%
Conservative Growth Bullet

CONSERVATIVE GROWTH

A fund of funds. Invests in a mixture of Timothy Plan funds.

GOAL: Long-term moderate growth by weighting the investment in funds with more conservative return objectives, while reducing risk through diversification.

Class A TCGAX $10.78 +0.01%
Class C TCVCX $9.32 +0.01%