Timothy Plan Large/Mid Cap Value Fund (TLVAX) Research

This fund primarily allocates its capital to common shares issued by U.S. companies. A significant portion, generally no less than 80%, of its total holdings is dedicated to businesses with a market capitalization exceeding $2 billion. The investment approach adopted by this fund follows a value-oriented philosophy. This style typically involves identifying equities that appear undervalued when compared to metrics like their earnings and book value, and such companies are often characterized by more attractive dividend yields than the broader market.

Market snapshot

Symbol
TLVAX
Price
$23.44
Day change
+0.77%
Market cap
$320.2M
52-week range
21.7-24.5
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Berkshire Focus Fund (BFOCX)
  • Crawford Small Cap Dividend Fund (CDOFX)
  • BNY Mellon International Stock Index Fund (DIISX)
  • Loomis Sayles Small Cap Value Fund (LSSCX)
  • BlackRock MuniYield Michigan Quality Fund, Inc. (MIY)
  • Victory Integrity Mid-Cap Value Fund (MYIMX)
  • Northern Large Cap Core Fund (NOLCX)
  • Timothy Plan Large/Mid Cap Growth Fund (TLGAX)

Open Timothy Plan Large/Mid Cap Value Fund (TLVAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.