Timothy Plan Defensive Strategies Fund (TPDAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Timothy Plan Defensive Strategies Fund
Maitland, FL 32759
1055 Maitland Center Commons
Timothy Plan
800-662-0201
Management information
,Lead manager since 3 November 2009
Mr. McDonald joined BHMS in 1995. He was appointed Co-Head of Fixed Income, along with Mark Luchsinger, in 2017. Mr. McDonald also serves as the lead portfolio manager for our Long Duration strategies, specializing in corporate and government bonds. He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth. During his 30-year investment career, Mr. McDonald previously served as senior vice president and portfolio manager at Life Partners Group, Inc. Prior to that, he was a credit supervisor and lending officer for Chase Bank of Texas. Mr. McDonald received an MBA from the University of Texas and a BBA from Southern Methodist University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryAllocation--50% to 70% Equity
Fund familyTimothy Plan
Net assets74.75M
YTD return-0.22%
Yield1.60%
Morningstar rating★★
Inception date31 July 2013
Fund operations
Last dividend0.22
Last cap gain0.00
Holdings turnover46.00%
Average for categoryN/A
Fees and expenses
ExpenseTPDAXCategory average
Annual report expense ratio (net)1.10%0.84%
Prospectus net expense ratio1.10%N/A
Prospectus gross expense ratio1.18%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.07%
Max deferred sales loadN/A1.48%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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