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Large ⁄ Mid-Cap ValueUncompromising StandardsProfessionally Managed
Large/Mid Cap Value Mutual Fund
Long-term capital growth with some current income
Timothy Plan's Large-Mid Cap Value Fund utilizes the value-based investment strategy in acquiring equities of larger companies, generally $2 billion or greater net capital. The fund managers search for companies they feel are undervalued in these larger sectors, which can produce greater returns, while maintaining limited to moderate risk. Call +1 (800) 846-7526 or chat online if you need any assistance.
Objective
The Fund's objective is long-term capital growth, with a secondary objective of current income. The Fund seeks to achieve its objectives by primarily investing in common stocks and American Depository Receipts (ADRs). The Fund invests in the common stock of companies whose total market capitalization is generally greater than $2 billion.
Strategy
The Fund invests in companies that appear to be value-oriented companies. In choosing the securities in which to invest, the Fund uses extensive fundamental analysis to develop earnings forecasts and to identify attractive investment opportunities relative to market valuation. After first considering the moral filters, individual companies are scrutinized concerning their individual growth prospects and their competitive positions within their respective industries. Individual company analysis focuses upon the outlook for sales, profit margins, returns on capital, cash flow and earnings per share.
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
Westwood Management Corp. is a wholly owned subsidiary of Westwood Holdings Group, Inc., a publicly traded company (NYSE:WHG). Westwood is a Registered Investment Advisory Firm. Westwood utilizes a team of investment professionals who are responsible for the day-to-day recommendations regarding the investment of the portfolio.
Matthew R. Lockridge
Mr. Matthew R. Lockridge, has served as Senior Vice President and Research Analyst for Westwood since March 2015. Prior to this appointment, he served Westwood as Vice President and Research Analyst from 2010 to 2015. Mr. Lockridge has served on the portfolio team for the Timothy Plan Large/Mid Cap Value Fund since December 2012 and on the Timothy Plan Small Cap Value Fund since December 2010.
Lauren C. Hill, CFA
Ms. Lauren C. Hill, CFAhas served as Vice President, Research Analyst for Westwood since February 2017. Prior to this appointment, sheserved Westwood as an Associate Vice President and Research Analyst from 2015 to 2017. Ms. Hill has served on the portfolio team forthe Timothy Plan Large/Mid Cap Value Fund since August 2020.
William D. Sheehan, CFA
Mr. William D. Sheehan, CFA has served as Vice President, Research Analyst for Westwood since March 2019. Prior to this appointment, heserved Westwood as an Associate Vice President and Research Analyst from 2018 to 2019. Mr. Sheehan has served on the portfolio teamfor the Timothy Plan Large/Mid Cap Value Fund since September 2019.
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: 11/19/24
- 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.
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: 11/19/24
- 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.