TIAGX
Timothy Plan Aggressive Growth Fund
TIMOTHY PLAN
Expense ratio1
1.36%
Net assets2
$116.72M
Holdings2
48
Category
US Equity
2025 return3
16.18%

Investment objective & strategy

As of Feb. 24, 2026 · prospectus

Objective. The investment objective of this Fund is to provide you with long-term growth of capital.

Strategy. ? The Fund seeks to achieve its investment strategy by normally investing at least 80% of the Funds total assets in stocks of small and mid-cap companies. The Adviser considers small and mid-cap companies to be companies that, at the time of investment, have market capitalizations within the range of market capitalization of the companies appearing in the Russell MidCap Growth Index. As of September 30, 2025, the market capitalization of the companies appearing in the Russell MidCap Growth Index ranged from $1.1 billion to $127.2 billion. The Fund may invest its assets in securities of U.S. companies and foreign companies, directly or indirectly through American Depositary Receipts (ADRs) or other types of depositary receipts. The Fund may also invest … ? The Fund seeks to achieve its investment strategy by normally investing at least 80% of the Funds total assets in stocks of small and mid-cap companies. The Adviser considers small and mid-cap companies to be companies that, at the time of investment, have market capitalizations within the range of market capitalization of the companies appearing in the Russell MidCap Growth Index. As of September 30, 2025, the market capitalization of the companies appearing in the Russell MidCap Growth Index ranged from $1.1 billion to $127.2 billion. The Fund may invest its assets in securities of U.S. companies and foreign companies, directly or indirectly through American Depositary Receipts (ADRs) or other types of depositary receipts. The Fund may also invest in equity real estate investment trusts (REITs). ? The Fund invests using a growth investing style. Growth funds generally focus on stocks of companies believed to have above-average potential for growth in revenue, earnings, cash flow, or other similar criteria. These stocks typically have low dividend yields and above-average prices in relation to such measures as earnings and book value. Growth and value stocks have historically produced similar long-term returns, though each category has periods when it outperforms the other. ? The Fund invests its assets in the securities of a limited number of companies, which the Funds Investment Manager believes show a high probability for superior growth. Companies that meet or exceed specific criteria established by the Manager in the selection process are purchased. Securities are sold when they reach internally determined pricing targets or no longer qualify under the Managers investment criteria. ? The Fund may, from time to time, take temporary defensive positions that are inconsistent with the Funds principal investment strategies in attempting to respond to adverse market, economic, political, or other conditions. When the Fund takes a defensive position, the Funds assets will be held in cash and/or cash equivalents. ? The Fund will not invest in Excluded Securities. Excluded Securities 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 unbiblical lifestyles. Timothy Partners, Ltd. (TPL) is Investment Adviser to the Funds and is responsible for determining what companies are deemed Excluded Securities, and reserves the right to exclude investments, in its best judgment, in other companies whose practices may not fall within the exclusions described above, but could be found offensive to fundamental, traditional Judeo-Christian values. The Adviser establishes the Biblically Responsible Investing parameters that are employed by the research service provider in the creation of the excluded list of companies that may not be placed into any Timothy Plan portfolio. The research company may not alter, delete, or employ additional parameters without the prior knowledge and consent of the Adviser. In the event a company is discovered to be engaged in a prohibited practice, it will be liquidated as soon as reasonably practicable.

Top holdings

As of March 31, 2026 · N-PORT
SecurityTickerValue% of fund
MONEYMKT FIGXX $10.00M 8.57%
FTAI AVIATION LT $4.96M 4.25%
COMFORT SYSTEMS USA INC $4.55M 3.89%
ROSS STORES INC $4.46M 3.82%
HOWMET AEROSPACE INC $4.31M 3.69%
QUANTA SVCS INC $3.73M 3.20%
MASTEC INC $3.57M 3.06%
CHENIERE ENERGY INC $3.54M 3.03%
SEAGATE TECHNOLO $3.39M 2.91%
MONOLITHIC POWER SYS INC $3.31M 2.84%
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Allocation by sector

As of March 31, 2026 · N-PORT
View portfolio breakdown →

Portfolio moves

Dec 31, 2025 → Mar 31, 2026
Opened
7
Exited
3
Increased
6
Decreased
2
Unchanged
33

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

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Similar funds

Funds whose portfolios most overlap this one, by weight
FundOverlapNet exp.
Touchstone Strategic Trust-Touchstone Mid Cap Growth Fund · TEGAX, TOECX, TEGYX, TEGIX, TFGRX 27% 0.78%
Mid Cap Growth Portfolio 27% 0.90%
Victory RS Mid Cap Growth Fund · RSMOX, RMOCX, RMOYX, RMORX, RMOMX 27% 0.94%
View all similar funds →

Advisers

As of September 30, 2025 · N-CEN
FirmRole
Timothy Partners Ltd. Adviser
Chartwell Investment Partners Sub-adviser

Footnotes

  1. Expense ratio as of February 24, 2026, from the fund's prospectus.
  2. Net assets and holdings count as of March 31, 2026, from the fund's N-PORT filing.
  3. Total return for calendar year 2025, before tax and after fund expenses. As reported in the fund's prospectus performance bar chart.

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