Timothy Plan Large/Mid Cap Value Fund Class I (TMVIX)

Overview

The described company operates within the investment sector, focusing on a mixed-asset strategy that encompasses both equity and fixed income securities. Its investment approach is designed to diversify risk and opportunities by maintaining a balanced allocation between stocks, including shares of affiliated exchange-traded funds (ETFs), and fixed income assets. This balanced approach allows the fund to navigate through varying market conditions, aiming to provide investors with a blend of growth potential through equities and income generation through bonds. The fund’s policy to allocate no less than 25% of its assets to either asset class ensures a level of diversity, seeking to protect investors from major downturns in any single market segment while offering participation in the growth and income these segments can offer.

Products and Services

• Equity Securities Investments

This product involves investing in a wide range of equity securities, which may include stocks in public companies, ETFs, and other equity instruments. The goal is to leverage the growth potential of these securities, which typically offer higher returns over the long term compared to fixed income securities. By including affiliations with Exchange Traded Funds (ETFs), the fund allows for greater diversification across different sectors, geographical regions, and investment themes, potentially reducing risk while striving for meaningful returns.

• Fixed Income Securities Investments

Here, the focus is on investing in fixed income securities, such as bonds and other debt instruments. This component of the fund is designed to provide investors with stable income streams, mitigating the volatility associated with equity investments. Fixed income securities are generally considered less risky than equities and are crucial for diversification and risk management within the fund's portfolio. The fund's strategy ensures that a significant portion of assets is allocated to this class, thereby aiming for a balanced risk-reward ratio for its investors.