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TSGCX Timothy Plan Strategic Growth C

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Fund TSGCX Timothy Plan Strategic Growth C GDMZX GuideStone Funds Defensv Mkt Strats Inv  
100% 86%
Annual Fees
(3.28% Exp. Ratio)
(0.99% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.23% annual return
$12,734.54 $25,696.05
Est. savings over 30 yrs +$12,961.51
As of 12/31/16
1 YR RETURN 3.92%
3 YR -0.36%
5 YR 4.76%
10 YR 1.28%
1 YR RETURN 11.53%
3 YR 7.93%
5 YR 10.04%
10 YR --
The investment seeks to generate medium to high levels of long-term capital growth. The fund normally invests at least 75% of its total assets in the traditional funds. It invests 2-10% of its assets in Small Cap Value Fund, 10-20% in Large/Mid Cap Value Fund, 10-20% in Large/Mid Cap Growth Fund, 2-10% in Aggressive Growth Fund, 6-18% in High Yield Bond Fund, 10-20% in International Fund, 0-10% in Israel Common Values Fund, 0-10% in Emerging Markets Fund, 10-30% in Defensive Strategies Fund and 5-20% in Growth & Income Fund.
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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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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