Timothy Plan US Large/Mid Cap Core Enhanced ETF

Shareclass
Timothy Plan US Large/Mid Cp Cr Enh ETF (TPLE)
Type
Exchange-traded fund
Gender equality score
Gender equality score

47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

B
78.9
percentile

Universe: Groups

Group: U.S. Small/Mid Cap Equity

Ranking: 234 out of 1,106 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
24/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
5/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
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. International Flavors & Fragrances Inc
    0.41% of assets
    $75,718 invested
  • 2. Xylem Inc
    0.46% of assets
    $84,069 invested
  • 3. Kimberly-Clark Corp
    0.52% of assets
    $95,744 invested
  • 4. Neurocrine Biosciences Inc
    0.31% of assets
    $56,220 invested
  • 5. Keysight Technologies Inc
    0.32% of assets
    $58,262 invested
  • 6. Service Corp International
    0.38% of assets
    $68,874 invested
  • 7. Verisk Analytics Inc
    0.51% of assets
    $92,671 invested
  • 8. American Electric Power Co Inc
    0.49% of assets
    $88,898 invested
  • 9. Newmont Corp
    0.26% of assets
    $48,292 invested
  • 10. Alliant Energy Corp
    0.54% of assets
    $98,323 invested
Bottom scoring holdings
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. Chewy Inc
    0.27% of assets
    $49,187 invested
  • 2. Carvana Co Class A
    0.22% of assets
    $39,914 invested
  • 3. U-Haul Holding Co Ordinary Shares - Series N
    0.39% of assets
    $71,357 invested
  • 4. Heico Corp
    0.38% of assets
    $70,116 invested
  • 5. Rollins Inc
    0.46% of assets
    $83,814 invested
  • 6. Lennar Corp Class A
    0.3% of assets
    $55,480 invested
  • 7. Houlihan Lokey Inc Class A
    0.4% of assets
    $72,492 invested
  • 8. Palantir Technologies Inc Ordinary Shares - Class A
    0.19% of assets
    $34,526 invested
  • 9. Markel Group Inc
    0.44% of assets
    $79,610 invested
  • 10. Old Dominion Freight Line Inc Ordinary Shares
    0.28% of assets
    $51,575 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on TPLE at Morningstar.com
Gender Equality and Returns
Returns chart for Timothy Plan US Large/Mid Cap Core Enhanced ETF
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.
Benchmarking tool
Current fund
TPLE
Timothy Plan US Large/Mid Cap Core Enhanced ETF
Family
Timothy Plan
Category
Mid-Cap Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 3-yr returns 
10% less  in annualized returns
Lower overall gender equality score 
8 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
TPLE
Timothy Plan US Large/Mid Cap Core Enhanced ETF
Family
Timothy Plan
Category
Mid-Cap Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 3-yr returns 
10% less  in annualized returns
Lower overall gender equality score 
8 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
TPLE
Timothy Plan US Large/Mid Cap Core Enhanced ETF
Family
Timothy Plan
Category
Mid-Cap Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 3-yr returns 
10% less  in annualized returns
Lower overall gender equality score 
8 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
TPLE - Timothy Plan US Large/Mid Cap Core Enhanced ETF
7.81%
4.16%
/
/
47  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
13%
14%
16%
13%
55  / 100 points
Fund compared to benchmark
 
-5.68%
-10.23%
/
/
8  / 100 points lower
Find more financial data on TPLE at Morningstar.com
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