Timothy Plan Large/Mid Cap Value Fund - Class I (TMVIX) Research
This fund primarily aims to achieve sustained long-term capital appreciation, with a secondary objective of generating current income. It typically allocates its investments to common stocks issued by U.S. companies. Ordinarily, at least 80% of its total assets are committed to firms with a market capitalization exceeding $2 billion. The fund employs a value-oriented investment strategy, which involves identifying equities whose market prices are considered modest relative to their fundamental earnings and book value, and which frequently offer more generous dividend yields.
Market snapshot
- Symbol
- TMVIX
- Price
- $23.83
- Day change
- +0.72%
- Market cap
- $320.2M
- 52-week range
- 22.05-24.89
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Artisan Value Fund Inv Shs (ARTLX)
- BlackRock Energy and Resources Trust (BGR)
- Eaton Vance Senior Floating-Rate Trust (EFR)
- Fidelity Investment Trust - Fidelity Nordic Fund (FNORX)
- Loomis Sayles Small Cap Value Fund Class N (LSCNX)
- Loomis Sayles Small Capital Value Fund Retail Class (LSCRX)
- T. Rowe Price Credit Opportunities Fund, Inc. (PRCPX)
- Pear Tree Quality Institutional (QGIAX)
Open Timothy Plan Large/Mid Cap Value Fund - Class I (TMVIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.