Timothy Plan Large/Mid Cap Value Fund
Shareclass
Timothy Plan Large/Mid Cap Value C (TLVCX)
Type
Open-end mutual fund
Manager
Gender equality score
46
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,739 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Timothy Plan Large/Mid Cap Value Fund TLVCX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. JM Smucker Co1.93% of assets$6.26M invested
- 2. Tyler Technologies Inc1.96% of assets$6.35M invested
- 3. ConocoPhillips1.76% of assets$5.73M invested
- 4. McCormick & Co Inc Registered Shs Non Vtg2.4% of assets$7.8M invested
- 5. Sherwin-Williams Co1.98% of assets$6.45M invested
- 6. CMS Energy Corp2.07% of assets$6.72M invested
- 7. Union Pacific Corp2.18% of assets$7.1M invested
- 8. Amdocs Ltd2.1% of assets$6.82M invested
- 9. WEC Energy Group Inc2.16% of assets$7.03M invested
- 10. Danaher Corp1.98% of assets$6.43M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Verra Mobility Corp Class A1.88% of assets$6.1M invested
- 2. Waste Connections Inc1.98% of assets$6.43M invested
- 3. Microchip Technology Inc1.56% of assets$5.08M invested
- 4. Lancaster Colony Corp1.95% of assets$6.32M invested
- 5. O'Reilly Automotive Inc2.37% of assets$7.71M invested
- 6. Atlantic Union Bankshares Corp2.09% of assets$6.8M invested
- 7. Cullen/Frost Bankers Inc2.16% of assets$7.02M invested
- 8. Broadcom Inc2.31% of assets$7.5M invested
- 9. Littelfuse Inc2.15% of assets$7M invested
- 10. Marvell Technology Inc2.51% of assets$8.16M invested
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Financial performance
Performance data provided by
Find more financial data on TLVCX at Morningstar.com
Find more financial data on TLVCX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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