Timothy Plan Large/Mid-Cap Value A
1055 Maitland Center Commons Maitland FL 32759
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Phone: 800-846-7526
| Category: | Large Blend | | Fund Family: | Timothy Plan | | Net Assets: | 71.31M | | Year-to-Date Return: | -37.34% | | Yield: | 1.45% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Jul-99 |
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Susan M. Byrne
Lead Manager since
01-May-06 | | | Byrne has served as chairman and chief investment officer since founding Westwood in 1983. She participates in the investment decision process during the portfolio team meetings in which the teamdecides the stock selection and weights for the model portfolio. She has authority to direct trading activity for the fund. |
| 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 capital growth; current income is secondary. The fund primarily invests in U.S. common stocks. It 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. |
| Last Dividend
(19-Dec-07):
| 0.16 | | Last Cap Gain
(19-Dec-07):
| 1.08 | | Annual Holdings Turnover
| 48.00% | | Average for Category:
| 71.85% |
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| Expense | TLVAX | Category
Avg | | Total Expense Ratio: | 1.44%
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$999 | $572 | | 5 Yr Expense Projection*: |
$1,336 | $876 | | 10 Yr Expense Projection*: |
$2,336 | $2,504 |
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2.63% Nasdaq 0.00%
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