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TPSCTimothy Plan US Small Cap Core ETF

Grow my money6y track recordRanked #1,125 of 2,999 in this goal

Tracks the performance of the Victory US Small Cap Volatility Weighted BRI Index before fees and expenses.

By Timothy Plan · Launched 2019

Annual Cost

0.52%

#2,819 of 5,861 · average

Fund Size

$357M

#1,857 of 5,861 · large

Return (1Y)Goal

+22.0%

Track Record

6 years

#1,972 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,522+25.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Index tracking

Factor

Multifactor

Focus

Faith Based

Index tracked

Victory US Small Cap Volatility Weighted BRI Index

What it actually holds

By weight

Concentration

Top 10 holdings = 4.7% of fundwell diversified

NEW JERSEY RESOURCES CORPORATION
0.5%
VIAVI SOLUTIONS INC.
0.5%
LUMENTUM HOLDINGS INC.
0.5%
BLACK HILLS CORPORATION
0.5%
PORTLAND GENERAL ELECTRIC COMPANY
0.5%
IDACORP, INC.
0.5%
AVISTA CORPORATION
0.4%
Spire Inc.
0.4%
UGI CORPORATION
0.4%
ENACT HOLDINGS, INC.
0.4%

Asset allocation

Stocks
100.0%

By sector

Financial Services
24.1%
Industrials
19.1%
Consumer Cyclical
13.9%
Technology
13.1%
Healthcare
7.6%
Utilities
6.2%
Basic Materials
5.2%
Energy
4.9%
Other
6.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.3%Moderate

Year-on-year price swings

Max drawdown
-42.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.59Decent risk-adjusted returns
Sortino (3Y)
0.89Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the performance of the Victory US Small Cap Volatility Weighted BRI Index before fees and expenses.
Strategy
Invests at least 80% of net assets in U.S. small-cap securities included in the Victory US Small Cap Volatility Weighted BRI Index using a replication strategy. The Index has a market capitalization range from $465.57 million to $27.86 billion.
Inception date
December 2, 2019
Fund family
Timothy Plan

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Data updated on 2026-08-04