Timothy Plan Large/Mid-Cap Growth C
1055 Maitland Center Commons Maitland FL 32759
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Phone: 800-662-0201
| Category: | Large Growth | | Fund Family: | Timothy Plan | | Net Assets: | 2.07M | | Year-to-Date Return: | -33.18% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Feb-04 |
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Mark J. Cunneen
Lead Manager since
17-Jan-08 | | | Cunneen is a managing partner and senior portfolio manager at Chartwell. He is responsible for securities analysis in the Consumer Sector. Prior to joining Chartwell, Cunneen was a managing partner and senior portfolio manager at Churchfield Capital. From 2000 to 2002, Cunneen served as managing director at J. & W. Seligman and Company. Cunneen holds the Chartered Financial Analyst designation. |
| 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 normally invests at least 80% of assets in U.S. common stocks with market capitalization in excess of $2 billion. It uses a bottoms up approach when choosing securities. The fund may not invest in companies involved in alcohol production or distribution, tobacco production or distribution, or casino gambling. The fund also excludes companies directly or indirectly involved in pornography or abortion. |
| Last Dividend
| N/A | | Last Cap Gain
(19-Dec-07):
| 0.72 | | Annual Holdings Turnover
| 45.00% | | Average for Category:
| 97.51% |
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| Expense | TLGCX | Category
Avg | | Total Expense Ratio: | 2.22%
| 1.35% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 1.00%
| 2.68% | | 3 Yr Expense Projection*: |
$830 | $615 | | 5 Yr Expense Projection*: |
$1,373 | $944 | | 10 Yr Expense Projection*: |
$2,987 | $1,866 |
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2.63% Nasdaq 0.00%
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