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TCVCX Timothy Plan Conservative Growth C

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Fund TCVCX Timothy Plan Conservative Growth C GGIZX GuideStone Funds Balanced Allc Inv NCBIX New Covenant Balanced Income  
100% 88% 85%
Annual Fees
(3.10% Exp. Ratio)
(1.03% Exp. Ratio)
(1.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.51% annual return
$10,958.76 $20,661.19 $20,412.14
Est. savings over 30 yrs +$9,702.43 +$9,453.38
As of 12/31/16
1 YR RETURN 4.28%
3 YR 0.35%
5 YR 3.08%
10 YR 1.84%
1 YR RETURN 6.90%
3 YR 2.27%
5 YR 5.65%
10 YR 4.18%
1 YR RETURN 4.32%
3 YR 3.35%
5 YR 5.27%
10 YR 3.15%
The investment seeks to generate moderate levels of long-term capital growth. The fund normally will invest at least 75% of its total assets in the traditional funds. The advisor will determine the specific asset allocation program on a continuous basis, based on its forecast of the overall market. On each day that the fund is open for business, the advisor will review the asset allocation program and reallocate, as necessary, for any new funds invested in the fund. The Advisor also will reallocate the fund's investments in the traditional funds at the end of each fiscal quarter to maintain the asset allocation program.
The investment seeks moderate capital appreciation with current income. The fund, through investments in the GuideStone Funds Select Funds, combines approximately equal percentages of fixed-income securities with equity securities. The Adviser targets allocating 41% of the fund's assets in the Fixed Income Select Funds, 30% in the U.S. Equity Select Funds, 14% in the Non-U.S. Equity Select Funds and 15% in Real Return Select Funds. Target allocations represent the fund's current target for investments in the Select Funds. Actual allocations may differ from the target due to market fluctuations and other factors.
The investment seeks current income and long-term growth of capital. The fund invests primarily in shares of the New Covenant Growth Fund and New Covenant Income Fund, with a majority of its assets generally invested in shares of the New Covenant Income Fund. Between 50% and 75% of its net assets are invested in shares of the income fund, with the balance of its net assets invested in shares of the growth fund or cash or cash equivalents. The income fund may also invest up to 20% of its net assets in commercial paper and up to 40% of its net assets in fixed-income securities of foreign issuers in any country, including developed or emerging markets.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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