TPLNX Mutual Fund

TPLNX Mutual Fund (Timothy Plan Small Cap Value Fund Class A) is managed by Timothy Plan with $105.7M in net assets. TPLNX expense ratio is 1.50%, holding 67 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 1994-03-24.

TPLNX performance shows a YTD return of 14.68%. The 1-year return is 15.12% and the 5-year return is 5.73%. TPLNX dividend yield stands at 4.60%, paid annually.

TPLNX top holdings include Timothy Plan US Small Cap Core ETF (14.8%), Myrgroupinc. (1.9%), Veeco Instruments Inc (1.9%), Standex International Corp (1.9%), Fidelity Inv Mmkt Govt-I 12/31/2031 (1.9%). Go to all TPLNX holdings, TPLNX sectors, or TPLNX dividends.

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