TLVAX Rating, Research - Timothy Plan Large/Mid-Cap Value A

Timothy Plan Large/Mid-Cap Value A (tlvax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 57

Threats + Weaknesses = 32

When strengths & opportunities substantially exceed threats & weaknesses an investment in the tlvax mutual fund has great long term potential.

Fund Management Team

Timothy Funds

Fund Description Update

Timothy Plan Large/Mid-Cap Value A (TLVAX) Description: TLVAX is a mutual fund, which is an investment that owns a basket of assets. The TLVAX mutual fund was provided by Timothy and this investment vehicle derives the majority of its value from equity holdings (stocks). Timothys mutual fund has a medium management tenure and is in the small fund size classification. TLVAXs minimum initial investment amount is $1000 while the IRA minimum is $0. TLVAXs expense ratio is roughly 2%. The latest TLVAXs front end load was 6% and the back end load was 0%. The Timothy Plan Large/Mid-Cap Value A (TLVAX) mutual fund falls under the large-cap mixed category. TLVAX focuses its investments in USA and TLVAX is not affiliated with a particular industry or fund sector. The Timothy Plan Large/Mid-Cap Value A (TLVAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find TLVAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of TLVAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to maximize total investment return for an aggressive level of risk. The fund aims to provide diversification across U.S. stocks (see stock research), international stocks (see stock research), and bonds by investing primarily in affiliated index mutual funds offered by Nationwide Mutual Funds. It allocates approximately 65% of net assets in U.S. stocks (see stock research) and approximately 30% in international stocks (see stock research). The funds non-diversified.

Management Analysis Update

Performance Analysis Update