TPLCTimothy Plan US Large/Mid Cap Core ETF
Tracks the performance of the Victory US Large/Mid Cap Volatility Weighted BRI Index.
By Timothy Plan · Launched 2019
Annual Cost
0.52%
#2,918 of 6,040 · average
Fund Size
$314M
#2,046 of 6,040 · large
Return (1Y)
+8.2%
Track Record
7 years
#1,880 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,757+7.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Mid
Strategy
Index tracking
Factor
Multifactor
Focus
Faith Based
Index tracked
Victory US Large/Mid Cap Volatility Weighted BRI Index
Holdings
By weightConcentration
Top 10 holdings = 6.9% of funddiversified
CENTERPOINT ENERGY, INC.
0.7%
Evergy, Inc.
0.7%
ATMOS ENERGY CORPORATION
0.7%
AMEREN CORPORATION
0.7%
CMS ENERGY CORPORATION
0.7%
CME GROUP INC.
0.7%
AMERICAN ELECTRIC POWER COMPANY, INC.
0.7%
DTE ENERGY COMPANY
0.7%
WASTE MANAGEMENT, INC.
0.7%
WEC ENERGY GROUP INC.
0.7%
Asset allocation
Stocks
100.0%
Cash
0.0%
By sector
Industrials
22.1%
Technology
18.5%
Financial Services
12.2%
Healthcare
10.5%
Utilities
10.2%
Consumer Cyclical
8.6%
Energy
8.1%
Basic Materials
5.8%
Other
4.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
11.4%Moderate
Year-on-year price swings
Max drawdown
-38.5%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.63Decent risk-adjusted returns
Sortino (3Y)
0.92Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the performance of the Victory US Large/Mid Cap Volatility Weighted BRI Index.
- Strategy
- Invests at least 80% of net assets in U.S. large- and mid-cap securities included in the Victory US Large/Mid Cap Volatility Weighted BRI Index, employing a replication strategy to hold all constituent stocks in approximately the same proportions. The Index uses a volatility weighting methodology rather than traditional market-cap weighting.
- Inception date
- April 30, 2019
- Fund family
- Timothy Plan
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18