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Timothy Plan Growth & Income C (TGCIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.94+0.04 (+0.40%)
At close: 08:00PM EDT

Timothy Plan Growth & Income C

Maitland, FL 32759

1055 Maitland Center Commons

Timothy Plan

800-662-0201
Management Information
Justin A. Martin,Lead Manager since December 30, 2021
Mr. Martin joined Barrow Hanley in 2004 and has served as a credit analyst in fixed income since 2009. Prior to his work as a credit analyst, Mr. Martin’s work at the firm included market and index research and portfolio analysis. Mr. Martin earned a BBA in Finance from Southern Methodist University. He is a CFA charterholder.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--50% to 70% Equity
Fund FamilyTimothy Plan
Net Assets17.98M
YTD Return1.35%
Yield1.03%
Morningstar Rating★
Inception DateSept 30, 2013

Fund Operations

Last Dividend0.07
Last Cap Gain-2.00
Holdings Turnover96.00%
Average for CategoryN/A

Fees & Expenses

ExpenseTGCIXCategory Average
Annual Report Expense Ratio (net)2.57%0.84%
Prospectus Net Expense Ratio2.57%N/A
Prospectus Gross Expense Ratio2.97%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.07%
Max Deferred Sales LoadN/A1.48%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A