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Small/Mid Cap GrowthUncompromising StandardsProfessionally Managed
Small/Mid Cap Growth Mutual Fund
(FKA Aggressive Growth)
Higher return potential for the investor who can afford increased risk
Timothy Plan’s Small/Mid Cap Growth (FKA Aggressive Growth) fund is, as its name states, a fund that seeks aggressive returns of capital. It is designed for the investor who can afford a higher level of risk, in the effort of achieving greater returns, or for the riskier portion of a proper asset allocation. The Small/Mid Cap Growth fund primarily acquires common stock, without regard to the size of the companies, focusing rather on the earnings potential. Call +1 (800) 846-75266 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 primarily in common stocks and American Depository Receipts (ADRs) without regard to market capitalization and placing little or no emphasis on dividend income. Current income is not a significant investment consideration and any such income realized will be considered incidental to the Fund's investment objective.
Strategy
Chartwell's growth equity investment philosophy is based on the belief that, over the long term, a company's earnings per share growth is the most significant determinant of long-term stock price appreciation. In light of this, Chartwell seeks out companies with catalysts for growth. In that pursuit, after considering the moral filters, the Fund invests in companies the manager believes will have revenue and earnings growth that exceed the economy as a whole. At any point in time, the Fund may have a significant portion of its portfolio invested in small-cap, large-cap, or mid-cap companies.
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
Chartwell Investment Partners invest in large/mid cap and small cap US equities that demonstrate above-average growth in revenue, margins, and profits. This is done by looking for fundamentally strong companies (i.e., superior products and services) that are poised for growth (a strong team of managers and a scalable business model). Chartwell identifies these companies through bottom-up research and looks to see when the right stocks are attractively valued. Their seasoned investment team, with two senior portfolio managers and nine analysts, brings together an extensive knowledge base to the decision-making process.
Frank L. Sustersic, CFA
Mr. Frank L. Sustersic, CFA, is a Managing Partner and Senior Portfolio Manager. Mr. Sustersic earned a Bachelor of Science degree in Economics from The University of Pennsylvania and holds a Chartered Financial Analyst designation. From 2014 to February 2016, Mr. Sustersic worked as a Portfolio Manager at Lazard Asset Management. Prior to that, he worked as a Portfolio Manager at Turner Investments from 1994 to March 2014. In addition, Mr. Sustersic worked as a Portfolio Manager at First Fidelity Bank Corporation from 1989 to April 1994. Mr. Sustersic is a member of the CFA Institute and the CFA Society of Philadelphia. Mr. Sustersic participates in the investment decision process during meetings in which the team determines the allocation of securities held in the portfolio. He has authority to direct trading activity on the Fund, and he is also responsible for representing the Fund to investors.
Peter M. Schofield, CFA
Mr. Peter M. Schofield, CFA, is a Senior Portfolio Manager. Mr. Schofield earned a bachelor’s degree in History from the University of Pennsylvania. He holds the Chartered Financial Analyst designation. From 2005 to 2010, he was Co-Chief Investment Officer at Knott Capital. From 1996 to 2005 he was a Portfolio Manager at Sovereign Asset Management. Prior to Sovereign Asset Management, he was a portfolio manager at Geewax, Terker & Company. Mr. Schofield is a member of the CFA Institute and the CFA Society of Philadelphia. Mr. Schofield serves as a Senior Portfolio Manager on Chartwell’s Large Cap Value Investing Team.
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.