Timothy Plan US Small Cap Core ETF

Shareclass
Timothy Plan US Small Cap Core ETF (TPSC)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Timothy Plan US Small Cap Core ETF

FUND COVERAGE
# of holdings388
% of assets88%
Score
39 / 100
Rank

25.8 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #806 out of 1,085

Grade
D

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

3 / 30

Gender Equality: Policies Promoting Gender Equality

16 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Science Applications International Corp
         % of fund invested: 0.22%
         $USD invested: $529,555
  • 2. The Wendy's Co Class A
         % of fund invested: 0.24%
         $USD invested: $576,928
  • 3. Portland General Electric Co
         % of fund invested: 0.42%
         $USD invested: $1.01M
  • 4. ASGN Inc
         % of fund invested: 0.19%
         $USD invested: $461,789
  • 5. Robert Half Inc
         % of fund invested: 0.18%
         $USD invested: $437,844
  • 6. The Western Union Co
         % of fund invested: 0.3%
         $USD invested: $733,319
  • 7. Upwork Inc
         % of fund invested: 0.15%
         $USD invested: $360,866
  • 8. Black Hills Corp
         % of fund invested: 0.45%
         $USD invested: $1.07M
  • 9. LiveRamp Holdings Inc
         % of fund invested: 0.18%
         $USD invested: $427,406
  • 10. Tri Pointe Homes Inc
         % of fund invested: 0.22%
         $USD invested: $532,245
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TG Therapeutics Inc
         % of fund invested: 0.15%
         $USD invested: $364,320
  • 2. Construction Partners Inc Class A
         % of fund invested: 0.15%
         $USD invested: $368,093
  • 3. Supernus Pharmaceuticals Inc
         % of fund invested: 0.25%
         $USD invested: $597,830
  • 4. Servisfirst Bancshares Inc
         % of fund invested: 0.23%
         $USD invested: $555,133
  • 5. Axos Financial Inc
         % of fund invested: 0.25%
         $USD invested: $593,896
  • 6. Virtu Financial Inc Class A
         % of fund invested: 0.26%
         $USD invested: $616,529
  • 7. Viper Energy Inc Ordinary Shares - Class A
         % of fund invested: 0.21%
         $USD invested: $514,985
  • 8. Towne Bank
         % of fund invested: 0.32%
         $USD invested: $768,634
  • 9. First Merchants Corp
         % of fund invested: 0.27%
         $USD invested: $660,780
  • 10. Chewy Inc
         % of fund invested: 0.15%
         $USD invested: $370,077

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Timothy Plan US Small Cap Core ETF

Totals

Holdings
Assets
Weight
Prisons
6
$2.99M
1.24%
     Prisons high risk
2
$986,479
0.41%
     Private prisons
2
$986,479
0.41%
Borders
6
$3.05M
1.27%
     Borders high risk
4
$2.2M
0.91%
Total
10
$5.05M
2.1%
Full fund results

Holdings — 10 flagged holdings

1.
The Western Union Co
Prisons
$733,319
0.3%
Prisons
$733,319
0.3%
2.
Granite Construction Inc
Borders
$683,014
0.28%
Borders :
$683,014
0.28%
3.
CoreCivic Inc
Prisons
Borders
$610,916
0.25%
Prisons
Borders :
$610,916
0.25%
4.
The Wendy's Co Class A
Prisons
$576,928
0.24%
Prisons
$576,928
0.24%
5.
OSI Systems Inc
Borders
$535,479
0.22%
Borders :
$535,479
0.22%
6.
Science Applications International Corp
Borders
$529,555
0.22%
Borders :
$529,555
0.22%
7.
Cal-Maine Foods Inc
Prisons
$403,090
0.17%
Prisons
$403,090
0.17%
8.
The GEO Group Inc
Prisons
Borders
$375,563
0.16%
Prisons
Borders :
$375,563
0.16%
9.
AeroVironment Inc
Borders
$319,232
0.13%
Borders :
$319,232
0.13%
10.
Acadia Healthcare Co Inc
Prisons
$285,542
0.12%
Prisons
$285,542
0.12%
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