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Timothy Plan High Dividend Stock Enh ETF TPHE

Morningstar Medalist Rating
Medalist Rating as of | See Timothy Plan Investment Hub

Morningstar’s Analysis TPHE

Will TPHE outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TPHE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TPHE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TPHE’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Timothy Plan High Dividend Stock Enh ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TPHE

More TPHE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Kimberly-Clark Corp

1.59 1.0 Mil
Consumer Defensive

Kinder Morgan Inc Class P

1.48 971,579
Energy

Williams Companies Inc

1.43 943,219
Energy

Otis Worldwide Corp Ordinary Shares

1.43 940,320
Industrials

Waste Management Inc

1.43 940,214
Industrials

Southern Co

1.37 902,298
Utilities

Atmos Energy Corp

1.36 897,318
Utilities

Intercontinental Exchange Inc

1.36 896,579
Financial Services

Avery Dennison Corp

1.36 890,919
Consumer Cyclical

Reinsurance Group of America Inc

1.34 881,945
Financial Services