Timothy Aggressive Growth Fund Class A

 (MUTF:TAAGX)   Watch this mutual fund  
Find more results for MUTF:TAAGX

Performance

Trailing returns

1 day   +0.15%
   
1 week   +0.15%
   
4 week
   
-0.15%  
3 month   +1.65%
   
YTD
   
-3.41%  
1 year
   
-1.34%  
3 years*   +2.39%
   
5 years*   +10.85%
   
*annualized
Best 3 month return+22.08%  
Worst 3 month return-39.21%  

Morningstar statistics

Morningstar category: Mid-Cap Growth
  Return Risk Rating
3 years Low Above Average
5 years Low Above Average
10 years Low Above Average
Overall Low Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets23.12M 
Front load5.50%  
Deferred load-  
Expense ratio1.79%  
Management fee-  
Fund familyTimothy Plan 

Asset allocation

Cash15.12%  
Stocks84.88%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
AIP Initial$50  
AIP Additional$50  
6.790.00(0.00%)
Aug 25, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term growth of capital. The fund invests at least 80% of the fund's total assets in U.S. common stocks without regard to market capitalizations. 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. The fund invests its assets in the securities of a limited number of companies, which the fund's Investment Manager believes show a high probability for superior growth.
Fund filings (PDF) »
Asset managers:
Edward Antoian (Started: Jan 1, 2008)
John Heffern (Started: Jan 1, 2008)
Peter Schofield (Started: Dec 18, 2010)
Advisor Company:
Timothy Partners Ltd
Fund family reports on Morningstar »
Timothy Plan, 1055 Maitland Center Commons, Maitland, FL 32759, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -18.95 -9.22 -8.13 -3.38
Beta* 1.14 1.11 1.20 1.13
Mean annual return -0.97 0.27 0.66 0.53
R-squared* 81.12 73.23 80.83 84.15
Standard deviation 18.79 14.42 16.13 18.89
Sharpe ratio -0.63 0.22 0.48 0.29
* Against standard index

Top 10 holdings

Security Net Assets  
H&E Equipment Services Inc (HEES) 4.86%  
Brunswick Corp (BC) 4.39%  
Werner Enterprises Inc (WERN) 3.96%  
On Assignment Inc (ASGN) 3.77%  
MDC Partners Inc A (MDCA) 3.61%  
Popular Inc (BPOP) 3.53%  
SEI Investments Co (SEIC) 3.19%  
MGIC Investment Corp (MTG) 3.01%  
First BanCorp (FBP) 2.88%  
SS&C Technologies Holdings Inc (SSNC) 2.77%