Timothy Plan Small/Mid Cap Growth Class A
TAAGX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Maitland, FL 32759 Maitland FL United States of America 32759
- IPO Date
- Oct 24, 2000
- CIK
- 0000916490
- Website
- timothyplan.com
- Similar Companies
- Business
- Timothy Plan Small/Mid Cap Growth Fund Class A (TAAGX) is an open-end mutual fund that seeks long-term growth of capital by investing at least 80% of its total assets in common stocks and American Depository Receipts (ADRs) of small- and mid-cap companies exhibiting strong growth potential, without regard to market capitalization or dividend income; it employs a growth investing style focused on companies with above-average revenue and earnings growth, selected after applying proprietary Biblically Responsible Investing (BRI) screens that exclude firms involved in activities contrary to Christian values such as abortion, pornography, or anti-family practices. The fund, formerly known as the Aggressive Growth Fund, features a net expense ratio of 1.49%, a front-end load of 5.50%, and a minimum initial investment of $1,000, with total net assets of approximately $100 million and a portfolio concentrated in around 41 holdings across sectors like technology (30%), industrials (17%), and healthcare (16%), primarily in U.S. equities. It is part of the broader Timothy Plan family of mutual funds and ETFs managed by Timothy Partners, Ltd., which pioneered BRI in 1994 and is headquartered in Maitland, Florida. Recent updates include a name change from Aggressive Growth to Small/Mid Cap Growth, reflecting a refined focus on small- and mid-cap growth stocks while maintaining its aggressive return objectives; the fund is sub-advised by Chartwell Investment Partners, emphasizing earnings per share growth catalysts post-moral screening. Timothy Plan, the underlying sponsor, approved mergers in July 2025, including the reorganization of the Timothy Plan US Large/Mid Cap Core Enhanced ETF (TPLC) into the US Large/Mid Cap Core ETF and the High Dividend Stock Enhanced ETF into another fund, both set to close on or about October 3, 2025, to streamline operations and enhance efficiency under the same adviser, Timothy Partners, Ltd., and sub-adviser, Victory Capital Management Inc. These changes align with Timothy Plan's expansion of its BRI offerings, which now include over a dozen mutual funds and six ETFs targeting U.S. equities, fixed income, international markets, and asset allocation for conservative to aggressive investors seeking faith-aligned portfolios. The firm operates primarily in the United States, serving individual and institutional investors prioritizing moral filters in mid-cap growth and related segments.