TLVCX Mutual Fund
TLVCX Mutual Fund
Timothy Plan Large/Mid Cap Value Fund Class C
TLVCX Mutual Fund Overview
TLVCX Mutual Fund (Timothy Plan Large/Mid Cap Value Fund Class C) is managed by Timothy Plan with $12.2M in net assets. TLVCX expense ratio is 2.16%, holding 42 positions across sectors including Unknown, Industrials, Information Technology. Inception date: 2004-02-03.
TLVCX performance shows a YTD return of 7.89%. The 1-year return is 8.55% and the 5-year return is 6.79%. TLVCX dividend yield stands at 12.16%, paid annually.
TLVCX top holdings include Timothy Plan/high Divid Stk Etf (11.3%), Timothy Plan Us Large Cap (9.1%), Fidelity Inv Mmkt Govt-I 12/31/2031 (6.1%), Littelfuse Inc (2.9%), Nextera Energy Inc. (2.8%). View all TLVCX holdings, sector breakdown, or dividend history.
TLVCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TLVCX alternatives are available via the screener, along with tax-loss harvesting opportunities.