Fund Complex: Timothy Plan Funds
Management Company: Timothy Partners, Ltd. ; Sub-advisers: (1) Barrow, Hanley, Mewhinney and Strauss serves as Investment Manager of the Debt Instrument Sector of the Fund. Delaware Investment Fund Advisers serves as Investment Manager of the REITs portion of the Fund. Core Commodity Management, LLC serves as Investment Manager of the Commodity portion of the Fund. (2) Brandes Investment Partners, LP., (3) Barrow, Hanley, Mewhinney and Strauss, (4) James Investment Research, Inc., (4) Barrow, Hanley, Mewhinney and Strauss, (4) James Investment Research, Inc., (5) Barrow, Hanley, Mewhinney and Strauss, (6) Eagle Global Advisors, (7) Chartwell Investment Partners, (8) Westwood Asset Management Corp. (9) Victory Capital Management, Inc.
Funds Affected: Timothy Plan Aggressive Growth Fund, Timothy Plan Conservative Growth Fund, Timothy Plan Conservative Growth Fund, (1) Timothy Plan Defensive Strategies Fund, (2) Timothy Plan Emerging Markets Fund, (3) Timothy Plan Fixed Income Fund, (4) Timothy Plan Growth & Income Fund, (5) Timothy Plan High Yield Fund, (6) Timothy Plan International Fund, Timothy Plan Israel Common Values Fund, (7) Timothy Plan Large/Mid Cap Growth Fund, (8) Timothy Plan Large/Mid Cap Value Fund, Timothy Plan Small Cap Value Fund, Timothy Plan Strategic Growth Fund, (9) Timothy Plan International ETF, Timothy Plan High Dividend Stock ETF, Timothy Plan US Large Cap Core Fund, and Timothy Plan Small Cap Core Fund
Sustainable Investing Strategy: Values-based (Religious/Ethical), Negative screening (exclusions)
(1-9) Timothy Plan exists to promote biblically responsible investing. Its foundational principle of investing is that God owns everything. This is why Timothy funds take a pro-life, profamily approach to investing—not only to benefit the investor but the broader culture. This organization is firmly committed to running a mutual fund company with the integrity, excellence, and wisdom that brings honor and glory to our Lord Jesus.
The funds will not invest in excluded securities which are securities issued by any company that is involved in the production or wholesale distribution of alcohol, tobacco, or gambling equipment, gambling enterprises, or which is involved, either directly or indirectly, in abortion or pornography, or promoting anti-family entertainment or alternative lifestyles.