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Security Profile
- Security Type
- Index ETF
- CUSIP
- 887432342
- IPO
- 12/3/2019
Fund Description: Timothy Plan US Small Cap Core ETF is an exchange-traded index fund or Index ETF which is a separate investment portfolio of the Timothy Plan, an open-end investment management company. INVESTMENT OBJECTIVE: The Timothy Plan US Small Cap Core ETF seeks to provide investment results that track the performance of the Victory US Small Cap Volatility Weighted BRI Index. INDEX DESCRIPTION: The Victory US Small Cap Volatility Weighted BRI Index a volatility weighted index that assigns percentage values to each security in the index based on the volatility of that security in the market. More volatile stocks have a lower weighting, and less volatile stocks are assigned a higher weighting. The Index combines fundamental criteria with individual security risk control achieved through volatility weighting of individual securities, rather than traditional market-cap weighting. Such a methodology is sometimes referred to as Smart Beta. The Index follows a proprietary rules-based methodology. The Index universe begins with the stocks included in the Nasdaq Victory US Small Cap 500 Volatility Weighted Index, a volatility weighted index comprised of the 500 largest U.S. companies with market capitalizations of less than $3 billion with positive earnings in each of the four most recent quarters. The Index then eliminates the companies that do not satisfy the eVALUEator proprietary Biblically Responsible Investing (BRI) screening criteria. FUND STRATEGY: The Fund generally seeks to track the returns of the Index by employing a replication strategy that seeks to hold all of the stocks in the Index. The Fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets directly or indirectly in the securities included in the Index. FUND MANAGEMENT: Timothy Partners, Ltd. serves as the investment advisor to the Fund. Victory Capital Management, Inc. serves as the sub-adviser to the fund.
Company Contact
- Headquarters
- 1055 Maitland Center Commons, Maitland, FL 32751
- Phone
- 800-846-7526 · Toll-Free 800-846-7526
- Fax
- 407 644 4574
- Investor Relations
- 800-846-7526