Timothy Plan Small Cap Value Fund (TSVCX) Research

This fund aims to meet its financial goals by primarily allocating a substantial portion—at least 80%—of its total assets to U.S.-based companies. These companies typically have market values similar to those found within the Russell 2000 Index. The investment strategy employed is a value-oriented approach, focusing on firms whose stock prices appear undervalued when compared to fundamental financial indicators like earnings and book value. It is also common for these value-centric investments to offer dividend yields that are higher than average.

Market snapshot

Symbol
TSVCX
Price
$11.18
Day change
+1.91%
Market cap
$175.6M
52-week range
9.87-11.31
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 (TSVCX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.