Timothy Plan Small Cap Value Fund Class I (TPVIX) Research
This fund's primary aim is the sustained appreciation of capital, complemented by a secondary goal of generating current income. To achieve these objectives, the fund primarily allocates a minimum of 80% of its total holdings to American equities, focusing on those companies whose market values align with the constituents of the Russell 2000 Index. Its investment methodology follows a value-oriented approach. Typically, value strategies prioritize companies whose share prices appear undervalued when compared to fundamental metrics like earnings and book value, frequently resulting in shares that offer higher-than-average dividend payouts.
Market snapshot
- Symbol
- TPVIX
- Price
- $21.04
- Day change
- +1.84%
- Market cap
- $178.8M
- 52-week range
- 18.4-21.05
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Advisors Capital Tactical Fixed Income Fund (ACTIX)
- Touchstone Large Company Growth Fund Class Institutional (DSMLX)
- EuroPac International Value Fund - Class I (EPVIX)
- Hartford Schroders US Small Cap Opportunities Fund Class R4 (HOOSX)
- PGIM QMA Mid-Cap Value Fund- Class C (NCBVX)
- Nationwide WCM Focused Small Cap Fund Class A (NWGPX)
- Nationwide WCM Focused Small Cap Fund Class R6 (NWKEX)
- Third Avenue Small-Cap Value Fund Insti Class (TASCX)
Open Timothy Plan Small Cap Value Fund Class I (TPVIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.