Timothy Plan Small Cap Value Fund
Shareclass
Timothy Plan Small Cap Value A (TPLNX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Timothy Plan Small Cap Value Fund
FUND COVERAGE
# of holdings41
% of assets64%
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
20 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. NorthWestern Energy Group Inc1.39%$2.45M
- 2. Banner Corp1.78%$3.13M
- 3. Merit Medical Systems Inc1.8%$3.17M
- 4. Avista Corp1.75%$3.07M
- 5. PotlatchDeltic Corp1.71%$3.01M
- 6. ArcBest Corp1.41%$2.48M
- 7. Gulfport Energy Corp Ordinary Shares (New)0.88%$1.55M
- 8. YETI Holdings Inc1.83%$3.22M
- 9. Academy Sports and Outdoors Inc Ordinary Shares1.63%$2.87M
- 10. Four Corners Property Trust Inc1.68%$2.95M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Seacoast Banking Corp of Florida1.87%$3.29M
- 2. Verra Mobility Corp Class A1.8%$3.17M
- 3. Renasant Corp1.71%$3M
- 4. Interparfums Inc1.65%$2.9M
- 5. Boise Cascade Co1.77%$3.11M
- 6. Moog Inc Class A1.7%$3M
- 7. Boot Barn Holdings Inc0.83%$1.46M
- 8. COPT Defense Properties1.65%$2.91M
- 9. J&J Snack Foods Corp0.82%$1.44M
- 10. Hawkins Inc1.4%$2.46M
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 Small Cap Value Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
0
$0
0%
Holdings — 0 flagged holdings
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 Small Cap Value Fund TPLNX
Environment
Social
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