Timothy Plan Defensive Fund Quote
| TPDIX Fund | USD 14.65 0.01 0.07% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Timothy Plan is trading at 14.65 as of the 1st of December 2024; that is 0.07 percent increase since the beginning of the trading day. The fund's open price was 14.64. Timothy Plan has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Timothy Plan Defensive are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of September 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests varying percentages of its total assets in Real Estate Investment Trusts, Commodities-based securities, Various Fixed Income securities, TIPS and cash and cash equivalents. During times of significant market upheaval, it may take large, small, or even no position in any one or more of the Asset Classes, may invest in gold and other eligible precious metals to the maximum extent allowed, andor may hold some or all of the funds assets in cash andor cash equivalents. More on Timothy Plan Defensive
Timothy Mutual Fund Highlights
| Fund Concentration | Timothy Plan Funds, Large Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Timothy Plan (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 17th of February 2023 |
| Fiscal Year End | September |
Timothy Plan Defensive [TPDIX] is traded in USA and was established 1st of December 2024. Timothy Plan is listed under Timothy Plan category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Timothy Plan family. This fund at this time has accumulated 76.54 M in assets with minimum initial investment of 100 K. Timothy Plan Defensive is currently producing year-to-date (YTD) return of 8.76% with the current yeild of 0.02%, while the total return for the last 3 years was 4.34%.
Check Timothy Plan 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 Plan Defensive 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 Plan Defensive Mutual Fund Constituents
| SPG | Simon Property Group | Stock | Real Estate |
Timothy Plan Defensive Risk Profiles
| Mean Deviation | 0.3186 | |||
| Semi Deviation | 0.3634 | |||
| Standard Deviation | 0.4019 | |||
| Variance | 0.1615 |
Timothy Plan Against Markets
Other Information on Investing in Timothy Mutual Fund
Timothy Plan 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 Plan security.
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