Timothy Plan Aggressive Growth A
1055 Maitland Center Commons Maitland FL 32759
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Phone: 800-662-0201
| Category: | Mid-Cap Growth | | Fund Family: | Timothy Plan | | Net Assets: | 14.92M | | Year-to-Date Return: | -40.80% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Oct-00 |
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Edward N. Antoian
Lead Manager since
17-Jan-08 | | | Antoian is a portfolio manager with Chartwell Investment Partners. Previously, he spent several years with Delaware Asset Management and worked in the institutional-equity department of E.F. Hutton. Antoian began his career as a senior accountant with Price Waterhouse. He is a member of both the Philadelphia Finance Association and the Philadelphia Securities Association. Antoian holds the Chartered Financial Analyst designation and Certified Public Accountant designations. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. The fund invests 80% of total assets in U.S. common stocks. It invests in securities of companies without regard to market capitalizations. The fund invests in securities that have a high probability for superior growth. |
| Last Dividend
| N/A | | Last Cap Gain
(19-Dec-07):
| 0.77 | | Annual Holdings Turnover
| 59.00% | | Average for Category:
| 118.51% |
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| Expense | TAAGX | Category
Avg | | Total Expense Ratio: | 1.55%
| 1.49% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$1,024 | $697 | | 5 Yr Expense Projection*: |
$1,378 | $1,075 | | 10 Yr Expense Projection*: |
$2,433 | $2,114 |
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2.63% Nasdaq 0.00%
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