Timothy Largemid Cap Value Fund Quote
| TMVIX Fund | USD 26.21 0.33 1.28% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Timothy Large/mid-cap is trading at 26.21 as of the 22nd of November 2024; that is 1.28 percent increase since the beginning of the trading day. The fund's open price was 25.88. Timothy Large/mid-cap has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Timothy Largemid Cap Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of November 2023 and ending today, the 22nd of November 2024. Click here to learn more.
The fund normally invests in U.S. common stocks. It will normally invest at least 80 percent of its total assets in companies whose total market capitalization exceeds 2 billion. The fund invests using a value investing style. Value funds typically emphasize stocks whose prices are below average in relation to such measures as earnings and book value these stocks often have above-average dividend yields.. More on Timothy Largemid Cap Value
Moving together with Timothy Mutual Fund
| 0.61 | TGCIX | Timothy Plan Growth | PairCorr |
| 0.62 | TGIAX | Timothy Plan Growth | PairCorr |
| 0.79 | TIAGX | Timothy Aggressive Growth | PairCorr |
Moving against Timothy Mutual Fund
Timothy Mutual Fund Highlights
| Fund Concentration | Timothy Plan Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Timothy Plan, Large, Mid-Cap Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 17th of February 2023 |
| Fiscal Year End | September |
Timothy Largemid Cap Value [TMVIX] is traded in USA and was established 22nd of November 2024. Timothy Large/mid-cap is listed under Timothy Plan category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Timothy Plan family. This fund at this time has accumulated 295.45 M in assets with minimum initial investment of 100 K. Timothy Large/mid-cap is currently producing year-to-date (YTD) return of 14.64% with the current yeild of 0.01%, while the total return for the last 3 years was 5.48%.
Check Timothy Large/mid-cap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Timothy Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Timothy Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Timothy Largemid Cap Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Timothy Largemid Cap Value Mutual Fund Constituents
| XRAY | Dentsply Sirona | Stock | Health Care | |
| TPHD | Timothy Plan High | Etf | Mid-Cap Value | |
| AAP | Advance Auto Parts | Stock | Consumer Discretionary | |
| TSCO | Tractor Supply | Stock | Consumer Discretionary | |
| SJM | JM Smucker | Stock | Consumer Staples | |
| BOKF | BOK Financial | Stock | Financials | |
| LBRDK | Liberty Broadband Srs | Stock | Communication Services | |
| LW | Lamb Weston Holdings | Stock | Consumer Staples |
Timothy Large/mid-cap Risk Profiles
| Mean Deviation | 0.576 | |||
| Semi Deviation | 0.7807 | |||
| Standard Deviation | 0.7411 | |||
| Variance | 0.5493 |
Timothy Large/mid-cap Against Markets
Other Information on Investing in Timothy Mutual Fund
Timothy Large/mid-cap financial ratios help investors to determine whether Timothy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Timothy with respect to the benefits of owning Timothy Large/mid-cap security.
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