Timothy Plan Small Cap Value Fund (TPLNX) Research

The Timothy Plan Small Cap Value Fund is designed to allocate a substantial portion – no less than 80% of its total assets – to stocks of U.S. companies. These companies are typically those with market capitalizations within the range of firms comprising the Russell 2000 Index. The fund employs a value-oriented investment strategy, seeking out equities whose market prices are perceived as undervalued relative to their intrinsic worth, often judged by metrics like earnings and book value. These types of companies also frequently distribute above-average dividends.

Market snapshot

Symbol
TPLNX
Price
$20.59
Day change
+1.88%
Market cap
$175.6M
52-week range
18-20.6
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Blackstone / GSO Senior Floating Rate Term Fund (BSL)
  • DF Dent Small Cap Growth Fund (DFDSX)
  • GMO International Developed Equity Allocation Fund (GIOTX)
  • Nationwide WCM Focused Small Cap Fund (NWGSX)
  • PGIM Quant Solutions Mid-Cap Value Fund Class Z (SPVZX)
  • Timothy Plan International Fund (TPIAX)
  • Steward Values-Focused Small-Mid Cap Enhanced Index Fund (TRDFX)
  • Touchstone Large Company Growth Fund (TSAGX)

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