Timothy Plan Small/Mid Cap Growth Fund
Shareclass
Timothy Plan Small/Mid Cap Growth Cl I (TIAGX)
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 Small/Mid Cap Growth Fund
FUND COVERAGE
# of holdings35
% of assets91%
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
22 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 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. Vistra Corp3.57%$2.86M
- 2. Natera Inc3.36%$2.69M
- 3. Merit Medical Systems Inc2.72%$2.19M
- 4. United Therapeutics Corp1.12%$895,957
- 5. Insulet Corp2.95%$2.37M
- 6. First Horizon Corp2.93%$2.35M
- 7. Domino's Pizza Inc2.89%$2.32M
- 8. MSCI Inc1.88%$1.51M
- 9. Amphenol Corp Class A4.24%$3.4M
- 10. Monolithic Power Systems Inc2.76%$2.22M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Vertiv Holdings Co Class A2.11%$1.69M
- 2. Super Micro Computer Inc3.53%$2.83M
- 3. Comfort Systems USA Inc3.18%$2.55M
- 4. Wintrust Financial Corp2.93%$2.35M
- 5. Manhattan Associates Inc1.94%$1.56M
- 6. MasTec Inc2.36%$1.89M
- 7. LKQ Corp2.15%$1.72M
- 8. Coinbase Global Inc Ordinary Shares - Class A2.26%$1.81M
- 9. Zscaler Inc2.04%$1.64M
- 10. Fastenal Co1.83%$1.47M
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/Mid Cap Growth Fund
Totals
Holdings
Assets
Weight
Prisons
2
$3.78M
4.71%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$5.66M
7.06%
Borders high risk
0
$0
0%
Total
3
$5.66M
7.06%
Holdings — 3 flagged holdings
1.
First Horizon Corp
:$2.35M
2.93%
2.
CACI International Inc Class A
:$1.88M
2.35%
3.
Pinnacle Financial Partners Inc
:$1.43M
1.78%
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/Mid Cap Growth Fund TIAGX
Environment
Social
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