TCAGX Mutual Fund

TCAGX Mutual Fund (Timothy Plan Small/Mid Cap Growth Fund Class C) is managed by Timothy Plan with $4.6M in net assets. TCAGX expense ratio is 2.36%, holding 48 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2004-02-03.

TCAGX performance shows a YTD return of 24.66%. The 1-year return is 36.77% and the 5-year return is 11.06%. TCAGX dividend yield stands at 3.98%, paid annually.

TCAGX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (8.6%), Ftai Aviation Ltd Common Stock USD 1 (4.3%), Comfort Systems USA Inc. (3.9%), Ross Stores, Inc. (3.8%), Howmet Aerospace Inc. (3.7%). Go to all TCAGX holdings, TCAGX sectors, or TCAGX dividends.

TCAGX can be compared against other funds. Use TCAGX overlap to find shared positions, or TCAGX vs another fund for a side-by-side view. TCAGX alternatives are available via the screener, along with tax-loss harvesting opportunities.