Timothy Plan Large/Mid Cap Growth Fund Class A
TLGAX
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- Timothy Plan Large/Mid Cap Growth Fund (TLGAX) is an open-end mutual fund that seeks long-term growth of capital by investing at least 80% of its total assets in larger U.S. stocks, generally companies with $2 billion or greater market capitalization exhibiting above-average revenue growth potential; it emphasizes high-quality growth companies with sustainable business advantages, financial strength, profitability, liquidity, strong competitive edges such as market share or intellectual property, and consistent earnings quality, while applying proprietary biblically responsible moral filters to exclude companies involved in activities conflicting with Christian values. The fund maintains diversification across multiple industries and sectors, including significant allocations to technology (40.47%), industrials (13.00%), and healthcare (9.81%), with top holdings such as Timothy Plan US Large/Mid Cap Core Enhanced ETF, NVIDIA Corp., Costco Wholesale Corp., Fidelity Inv MM Government I, and Broadcom Inc.; it offers Class A shares with a 5.50% front-end load, a net expense ratio of 1.35%, and a minimum initial investment of $1,000, available primarily to U.S. investors. Managed by a team including Peter Schofield (since 2010), Frank Sustersic (since 2016), and newer additions Mark Tindall, Greg Ally, Brian Mumbert, and Arthur Ally (all since early 2025), the fund is sub-advised by leading money managers and focuses on a fully invested approach without market timing. Launched on October 5, 2000, as part of The Timothy Plan family of biblically responsible investment funds founded in 1994 by Arthur D. Ally and headquartered in Maitland, Florida, TLGAX operates within the large growth category and targets individual and institutional investors seeking morally screened equity exposure with growth orientation. The broader Timothy Plan organization, advised by Timothy Partners, Ltd., oversees a range of mutual funds and ETFs emphasizing biblically responsible investing across asset classes. In recent developments, the fund's management team expanded in February 2025 with the addition of Greg Ally, Brian Mumbert, and Arthur Ally, enhancing oversight amid continued focus on growth strategies. Concurrently, The Timothy Plan undertook significant reorganizations, including the July 2025 approval and October 2025 completion of a merger of the Timothy Plan Large/Mid Cap Core Enhanced ETF (TPLC) into the Timothy Plan US Large/Mid Cap Core ETF, streamlining index-based offerings under the same adviser and sub-adviser, Victory Capital Management, Inc.; additionally, the Timothy Plan Market Neutral ETF (TPMN) liquidated in July 2025 following a strategic review. These changes reflect ongoing portfolio optimization within the Timothy Plan suite, with total net assets for TLGAX at approximately $250.89 million as of late 2025.