Timothy Plan Conservative Growth A
1055 Maitland Center Commons Maitland FL 32759
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Phone: 800-662-0201
| Category: | Moderate Allocation | | Fund Family: | Timothy Plan | | Net Assets: | 28.54M | | Year-to-Date Return: | -27.74% | | Yield: | 2.27% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Oct-00 |
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Arthur D Ally
Lead Manager since
02-Oct-00 | | | Ally is primarily responsible for the day-to-day management ofthe Portfolios. He is President and Chairman of the Trust, as wellas President and 70% shareholder of Covenant Funds. Ally founded andhas provided his services to the Timothy Plan continuously since 1994,drawing from twenty-six years experience in the investment industry asan employee of Prudential Bache, Shearson Lehman Brothers and InvestmentManagement & Research. |
| 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 moderate levels of long-term capital growth; current income is a secondary objective. The fund normally invests at least 90% of net assets in the seven Timothy Funds. It invests more than 80% of assets in four Timothy Funds, no more than 70% in three Timothy Funds and no more than 55% in two Timothy Funds. |
| Last Dividend
(20-Dec-07):
| 0.20 | | Last Cap Gain
(20-Dec-07):
| 1.38 | | Annual Holdings Turnover
| 41.00% | | Average for Category:
| 72.64% |
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| Expense | TCGAX | Category
Avg | | Total Expense Ratio: | 1.02%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.72% | | 3 Yr Expense Projection*: |
$1,325 | $623 | | 5 Yr Expense Projection*: |
$1,903 | $941 | | 10 Yr Expense Projection*: |
$3,622 | $1,840 |
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2.63% Nasdaq 0.00%
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