Timothy Plan Small/Mid Cap Growth Class A (TAAGX) Research

The fund allocates a minimum of 80% of its total capital to equities of small and mid-sized companies. It employs a growth-oriented investment strategy, which typically targets businesses expected to demonstrate higher-than-average expansion in metrics like sales, earnings, or operational cash flow. The portfolio maintains a concentrated focus, investing in a select number of firms that the investment manager believes possess a strong probability of delivering exceptional growth.

Market snapshot

Symbol
TAAGX
Price
$19.32
Day change
+2.22%
Market cap
$128.2M
52-week range
12.11-19.32
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Chase Growth Fund (CHASX)
  • Driehaus Event Driven Fund (DEVDX)
  • Eventide Exponential Technologies Fund (ETIEX)
  • Government Street Mid-Cap Fund (GVMCX)
  • Hennessy Large Cap Financial Fund (HLFNX)
  • Janus Henderson Small-Mid Cap Value Fund (JSVSX)
  • Janus Henderson Small-Mid Cap Value Fund (JVSAX)
  • Janus Henderson Small-Mid Cap Value Fund (JVSCX)

Open Timothy Plan Small/Mid Cap Growth Class A (TAAGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.