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Israel Common ValuesUncompromising StandardsProfessionally Managed
Israel Common Values Mutual Fund
FUND MANAGEMENT TEAM
Long-term growth of capital through Israeli companies
Timothy Plan’s Israel Common Values fund invests solely in companies either domiciled or incorporated in the country of Israel. One of the only funds of its kind, Timothy Plan is proud to offer investors the opportunity to support the growing markets of a nation that maintains a common moral fabric of the United States. Utilizing a growth strategy, the fund maintains a moderate level of risk by focusing on stocks of companies believed to have above-average potential for growth in revenue, earnings, cash flow or other similar criteria, without regard to company size. Call +1 (800) 846-7526 or chat online if you need any assistance.
Objective
The Fund's objective is long-term growth of capital. The Fund seeks to achieve its objectives by investing in companies either domiciled or incorporated in the country of Israel, without regard to capitalization.
Strategy
Without regard to market capitalization and placing little or no emphasis on dividend income, and after considering the moral filters, the Israel Common Values Fund invests in companies domiciled in Israel that the manager believes will have both revenue and a high probability for superior growth that exceed the economy as a whole. In doing so, the manager allocates investments across all the sectors of the market.
Risk & Strategy
We have created a worksheet to help you decide which funds might meet your investment needs, Asset Allocation Investor Worksheet. Answer the questions, then add your points to consider an appropriate strategy. The scale attempts to create a spectrum of the funds using a broad brush criteria of aggressiveness/risk. The scale and order of funds may not be accurate at any point in time, because as the markets shift and change, so will the relative positions of the funds. This should be considered as a general guideline and not a scientifically created/maintained analytical tool. You may want to consider a more aggressive or more conservative diversification than your score indicates.
Management of the Fund
Eagle Global Advisors ("Eagle") is owned by its employees. Eagle uses a team approach for the management of the International Fund, with each member of the team assuming responsibility for a geographic area of the globe and specific market sectors within that geographic area.
John F. Gualy, CFA
Mr. John F. Gualy, CFA, Partner. Mr. Gualy serves as a portfolio manager and oversees Eagle's trading operations, and is also a member of the firm's investment committees. Prior to founding Eagle, Mr. Gualy was employed by Eagle Management & Trust Company and as director of research for Continental Intervest. He earned a Bachelor's degree in economics from the University of Texas and an MBA from Rice University. Mr. Gualy holds the Chartered Financial Analyst designation, is a member of the CFA Institute and is a former President and Director of the CFA Society of Houston. He also serves as an Adjunct Professor at Rice University's Jones Graduate School of Business teaching an MBA class on Stock Analysis. Mr. Gualy is a native of Colombia and is fluent in Spanish.
Edward R. Allen III, Ph.D., CFA
Mr. Edward R. Allen III, Ph.D., CFA, Senior Partner. Mr. Allen is a portfolio manager and serves as a member of the International investment committee. Prior to founding Eagle, Mr. Allen was employed by Eagle Management & Trust Company. Before entering the investment advisory business, he served as an assistant professor of economics at the University of Houston. He earned a Bachelor's degree in engineering from Princeton University and a Ph.D. in economics from the University of Chicago. Mr. Allen holds the Chartered Financial Analyst designation and is also a member of the American Finance Association, the CFA Institute, and the FA Society of Houston.
Thomas N. Hunt III, CFA, CPA
Mr. Thomas N. Hunt III, CFA, CPA, Senior Partner. Mr. Hunt is a portfolio manager and serves as a member of the International investment committee. Prior to founding Eagle, Mr. Hunt was employed by Eagle Management & Trust Company. Mr. Hunt also worked for the public accounting firm of Ernst & Young. He earned a Bachelor's degree in accounting from the University of Texas and an MBA from the Harvard Business School. Mr. Hunt holds the Chartered Financial Analyst and Certified Public Accountant designations and is also a member of th
Steven S. Russo
Mr. Steven S. Russo, Senior Partner. Mr. Russo is a portfolio manager and serves as a member of the International investment committee. Prior to founding Eagle, Mr. Russo was employed by Eagle Management & Trust Company and Criterion Investment Management Company. Mr. Russo earned a Bachelor's degree in finance from the University of Texas and an MBA from Rice University. Mr. Russo also serves as a Board Member of the M.A. Wright Fund at Rice University's Jones School of Management.
IMPORTANT LEGAL INFORMATION
- Total Returns include change in share price, assume reinvestment of all distributions, and reflect the deduction of fund expenses and applicable fees. Total Returns With Sales Charge: returns reflect the deduction of the stated sales charge. Total returns, distribution rate, and yields reflect any applicable expense reductions, without which the results for those impacted funds would have been lower.
- For more information on any of our funds, contact your financial advisor or download a free prospectus. Investors should carefully consider a fund's investment goals, risks, sales charges and expenses before investing. The prospectus contains this and other information. Please read the prospectus carefully before investing or sending money.
- Timothy Plan funds offer multiple share classes. Share classes are subject to different fees and expenses, which will affect their performance. In general, Class A shares have a maximum initial sales charge; Class C shares have a 1% contingent deferred sales charge; Class I shares have no sales charges nor Rule 12b-1 fees.
- All investments involve risks, including possible loss of principal. Value securities may not increase in price as anticipated or may decline further in value. While smaller and midsize companies may offer substantial opportunities for capital growth, they also involve heightened risks and should be considered speculative. Historically, smaller- and midsize- company securities have been more volatile in price than larger-company securities, especially over the short term. The fund may invest in foreign securities, which may involve special risks, including currency fluctuations and economic and political uncertainty. These and other risks are detailed in the fund's prospectus.
- Performance data represents past performance, which does not guarantee future results. Current performance may differ from figures shown. Investment return and principal value will fluctuate with market conditions, and you may have a gain or loss when you sell your shares.
FOOTNOTES
- As of Date: 12/19/24
- Price: Value of one share on a given day.
- Change: From last quoted price.
- Israel Common Values: Fund commenced on October 12, 2011.
- Growth & Income: Fund commenced on October 1, 2013.
- NAV Notes: Net asset values fluctuate. Shares are not insured or guaranteed and are redeemable at current net asset value, which may be more or less than the original cost. Class C Share redemption may also be subject to a contingent deferred sales charge. Class C Shares commenced trading February 2, 2004. Performance of fund classes will differ.
Please see prospectus for details.