Timothy Plan US Large/Mid Cap Core Enhanced ETF (TPLE)

Overview

The fund operates as an investment vehicle aiming to fulfill its investment objective by maintaining at least 80% of its net assets in securities that are either directly or indirectly part of a specific index. This index, which is unmanaged and volatility-weighted, has been developed by the fund's Sub-Advisor. It is crafted to blend fundamental criteria with a distinctive approach to managing individual security risk, emphasizing the volatility weighting of the securities it encompasses. The fund's strategy focuses on mirroring the composition of this index, leveraging its construction to aim for the desired investment outcomes.

Products and Services

• Direct and Indirect Investment in Index Securities

  The primary service offered by the fund involves investing a significant portion of its assets directly or indirectly in the securities that are part of the specified index. This approach allows the fund to engage in a strategy that closely aligns with the performance and risk characteristics of the index, aiming to replicate its returns while managing risk through volatility weighting.

• Volatility Weighted Index Investment

  Another key aspect of the fund's investment strategy is its focus on a volatility weighted index. Unlike traditional indices that might weight securities based on market cap or other factors, this index adjusts the weight of each security based on its volatility. This method seeks to manage risk more effectively, potentially offering a smoother investment experience by reducing the impact of high-volatility securities on the portfolio.