About TLGAX
Timothy Plan Large/Mid Cap Growth Fund Class A is an open-end mutual fund focused on achieving long-term capital appreciation by investing predominantly in large and mid-sized U.S. companies. The fund allocates at least 80% of its assets to equities with market capitalizations generally exceeding $2 billion, using a growth-oriented investment strategy. Its portfolio spans multiple sectors and industries, targeting firms with strong financials, consistent profitability, and potential for above-average revenue growth. Notably, the fund employs a values-based screening process, excluding companies involved in sectors such as alcohol, tobacco, gambling, abortion, and pornography, emphasizing investments in socially responsible businesses. With diversification across more than 50 holdings, the fund aims to balance growth opportunities with risk management. Since its inception in 2000, it has positioned itself as a vehicle for investors seeking capital appreciation while adhering to specific ethical guidelines and maintaining exposure to the dynamic large-cap and mid-cap segments of the market.
Fund Family Timothy Plan
Category Multi-Cap Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol TLGAX
Share Class Class A
Index Russell 1000 Growth TR
TLGAX had a total return of 12.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.34%.
