Investment Test Drive

TLGAX Timothy Plan Large/Mid Cap Growth A

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund TLGAX Timothy Plan Large/Mid Cap Growth A PARWX Parnassus Endeavor Investor  
Similarity
?
100% 85%
Annual Fees
?
$166.89
(1.58% Exp. Ratio)
$100.34
(0.95% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$32,026.89 $38,783.62
Est. savings over 30 yrs +$6,756.73
Return
As of 11/30/16
1 YR RETURN 3.24%
3 YR 6.06%
5 YR 11.40%
10 YR 5.88%
1 YR RETURN 17.55%
3 YR 14.61%
5 YR 18.48%
10 YR 11.90%
Description
The investment seeks long-term growth of capital. The fund primarily invests at least 80% of the fund's total assets in larger U.S. stocks. Larger stocks refer to the common stock of companies whose total market capitalization is generally greater than $2 billion. It invests using a growth investing style. Growth funds generally focus on stocks of companies believed to have above-average potential for growth in revenue, earnings, cash flow, or other similar criteria. These stocks typically have low dividend yields and above-average prices in relation to such measures as earnings and book value.
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in companies believed by the fund's investment adviser to provide good workplaces for their employees. Companies with good workplaces usually are able to recruit and retain better employees, and perform at a higher level than competitors in terms of innovation, productivity, customer loyalty and profitability. These companies must, in the adviser's opinion, be undervalued, but they must also have good prospects for long-term capital appreciation over the course of the expected holding period.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

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

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.

+

Your Feedback has been sent successfully!