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TPDIX Timothy Plan Defensive Strategies I

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Fund TPDIX Timothy Plan Defensive Strategies I GDMZX GuideStone Funds Defensv Mkt Strats Inv  
Similarity
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100% 85%
Annual Fees
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$116.71
(1.12% Exp. Ratio)
$103.16
(0.99% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.20% annual return
$24,537.08 $25,523.55
Est. savings over 30 yrs +$986.46
Return
As of 10/31/16
1 YR RETURN 5.41%
3 YR 0.63%
5 YR -0.19%
10 YR --
1 YR RETURN 7.89%
3 YR 7.56%
5 YR 9.62%
10 YR --
Description
The investment seeks the protection of principal through aggressive, proactive reactions to prevailing economic conditions. The fund invests varying percentages of its total assets in Real Estate Investment Trusts, Commodities-based securities, Various Fixed Income securities and TIPS, cash and cash equivalents. During times of significant market upheaval, it may take large, small, or even no position in any one or more of the Asset Classes, may invest in gold and other eligible precious metals to the maximum extent allowed, and/or may hold some or all of the fund's assets in cash and/or cash equivalents. The fund is non-diversified.
The investment seeks to provide long-term capital appreciation with reduced volatility compared to the equity market. To pursue its investment objective, the fund utilizes principal investment strategies, managed by the fund's Sub-Advisers under the ultimate supervision of the Adviser. It allocates 30%-80% of its assets in Long Only Equity, 0%-50% in Convertible Bond and 0%-35% in Long-Short Equity, 0%-35% in Options Equity.

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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.

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Similarity

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

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