TPHIX Mutual Fund

TPHIX Mutual Fund

NAV$9.03
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Fund Essentials - as of Jun 30, 2026

Net Assets
$172M
Expense Ratio
0.95%
Dividend Yield (Current)
6.03%
Holdings
131
Inception Date
Aug 1, 2013
Fund Family
Timothy Plan
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+2.25%
1 Year+5.55%
3 Year+7.80%
5 Year+3.66%
10 Year+5.00%

Asset Allocation

Bonds: 88.71%
Cash: 10.81%
Other: 0.47%
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Top Holdings

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TickerNameWeight
FIGXXFidelity Inv Mmkt Govt-I 12/31/203110.64%
APTV V6.875 12/15/54Aptiv Plc / Aptiv Global Financing Dac 6.875 2054-12-152.06%
UPBD 6.375 02/15/29 Radiant Funding Spv Llc 144A 6.3752.05%
MATV 8 10/01/29 144AMativ Holdings, Inc. 8 2029-10-011.95%
PRG 6 11/15/29 144AProg Holdings, Inc. 2029-11-151.83%
Top 10 Concentration: 26.58%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
6.03%
Frequency
Quarterly
Latest Distribution
$0.13
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

TPHIX Mutual Fund Overview

TPHIX Mutual Fund (Timothy Plan High Yield Bond Fund Class I) is managed by Timothy Plan with $172.4M in net assets. TPHIX expense ratio is 0.95%, holding 131 positions across sectors including Financials, Industrials, Materials. Inception date: 2013-08-01.

TPHIX performance shows a YTD return of 2.25%. The 1-year return is 5.55% and the 5-year return is 3.66%. TPHIX dividend yield stands at 6.03%, paid quarterly.

TPHIX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (10.6%), Aptiv Plc / Aptiv Global Financing Dac 6.875 2054-12-15 (2.1%), Radiant Funding Spv Llc 144A 6.375 (2.0%), Mativ Holdings, Inc. 8 2029-10-01 (1.9%), Prog Holdings, Inc. 2029-11-15 (1.8%). Go to all TPHIX holdings, TPHIX sectors, or TPHIX dividends.

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