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TCVCX Timothy Plan Conservative Growth C

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Fund TCVCX Timothy Plan Conservative Growth C CALYX Calvert Conservative Allocation Y GGIZX GuideStone Funds Balanced Allc Inv  
100% 86% 89%
Annual Fees
(3.10% Exp. Ratio)
(0.80% Exp. Ratio)
(1.03% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.39% annual return
$10,577.23 $21,380.05 $19,941.86
Est. savings over 30 yrs +$10,802.82 +$9,364.63
As of 9/30/16
1 YR RETURN 3.39%
3 YR 1.51%
5 YR 4.42%
10 YR 2.39%
1 YR RETURN 5.45%
3 YR 4.73%
5 YR 6.74%
10 YR 4.93%
1 YR RETURN 9.40%
3 YR 3.46%
5 YR 6.82%
10 YR 4.66%
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 current income and capital appreciation, consistent with the preservation of capital. The fund is a "fund of funds" that seeks to achieve its investment objective by investing primarily in a portfolio of underlying Calvert fixed-income and equity funds that meets the fund's investment criteria, including financial, sustainability and social responsibility factors. It may also invest in cash and short-term money market instruments.
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.

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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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