Timothy Plan Large/Mid Cap Value Fund
Shareclass
Timothy Plan Large/Mid Cap Value C (TLVCX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Timothy Plan Large/Mid Cap Value Fund
FUND COVERAGE
# of holdings39
% of assets76%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. JM Smucker Co1.57%$5.15M
- 2. ConocoPhillips1.58%$5.19M
- 3. Tyler Technologies Inc1.97%$6.46M
- 4. Sherwin-Williams Co1.78%$5.82M
- 5. CMS Energy Corp1.72%$5.62M
- 6. Union Pacific Corp2.32%$7.61M
- 7. McCormick & Co Inc Ordinary Shares (Non Voting)1.86%$6.08M
- 8. Amdocs Ltd1.85%$6.07M
- 9. WEC Energy Group Inc1.86%$6.09M
- 10. NVIDIA Corp2.22%$7.26M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Verra Mobility Corp Class A1.95%$6.4M
- 2. The Marzetti Co1.93%$6.31M
- 3. O'Reilly Automotive Inc1.94%$6.36M
- 4. SouthState Bank Corp2%$6.55M
- 5. Littelfuse Inc2.06%$6.74M
- 6. Microchip Technology Inc1.9%$6.24M
- 7. NextEra Energy Inc2%$6.54M
- 8. Broadcom Inc2.51%$8.23M
- 9. Marvell Technology Inc2.46%$8.06M
- 10. Cadence Design Systems Inc1.84%$6.02M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Timothy Plan Large/Mid Cap Value Fund
Totals
Holdings
Assets
Weight
Prisons
1
$5.86M
1.79%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$14.13M
4.31%
Borders high risk
1
$6.84M
2.09%
Total
3
$19.99M
6.1%
Holdings — 3 flagged holdings
1.
CACI International Inc Class A
:$7.29M
2.23%
2.
General Dynamics Corp
:$6.84M
2.09%
3.
Costco Wholesale Corp
$5.86M
1.79%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Timothy Plan Large/Mid Cap Value Fund TLVCX
Environment
Social
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