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  • Life The miracle of conception produces the gift of a new child. An unborn child, given the opportunity, can grow up to become a president, a policeman, a pilot, anything they can dream of doing. At the Timothy Plan, we value life as a precious gift from God by not investing in companies that are directly or indirectly involved in the abortion industry. more
  • Family Remember a time when you could turn on the television and not worry about what your children might see or hear? At the Timothy Plan, we center our investments around companies that do not sponsor anti-family values (like sending messages of violence and sexuality). After all, aren’t our children our most valuable assets? more
  • Knowing You may know your financial planner's name and the firm for which he or she works, but do you know where your money is being invested? Most of us do not know what companies choose to do with their money. At the Timothy Plan, we avoid investing in corporations that are actively involved in anti-family practices. more
  • Stewardship We all put time and great care into the things God has allowed us to own. Why would we not take care of the money God has entrusted us with the same passion? At the Timothy Plan, we take great care in screening out companies that undermine Christian values, striving to be good stewards of all that He entrusts to us. more
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Engaging the Culture

Investing in the Timothy Plan funds is more than just investing for retirement or education; each
dollar invested allows Timothy Partners, Ltd. (TPL) increase support toward the Kingdom. Organizations TPL helps support are on the front lines helping to keep our great nation stay true to the vision of our Founding Fathers.

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Moral Audit

If you are currently invested in mutual funds or variable annuities request a complimentary moral audit of those investments. Answer a few simple questions and one of our team members, will analyze your investments and determine the percentage of their holdings involved in unbiblical practices using the eVALUEator® screening tool.

more

Hall of Shame

As a way to share some of its research and give investors a glimpse into corporate responsibility, they have compiled a list of 30 corporations earning the "Hall of Shame" award. This list is only a small representation of the companies the Timothy Plan® takes pride in avoiding when selecting which securities to add to its portfolio.

more


Download PDF Version: Contains more detail including distributions.

FOOTNOTES:

Price: Value of one share on a given day.

Change: From last quoted price.

Israel Common Values: Fund commenced on October 12, 2011.

Emerging Markets: Fund commenced on December 3, 2012.

Growth & Income: Fund commenced on October 1, 2013.

NAV Notes: Net asset values fluctuate. Shares are not insured or guaranteed and are redeemable at current net asset value, which may be more or less than the original cost. Class C Share redemption may also be subject to a contingent deferred sales charge. Class C Shares commenced trading February 2, 2004. Performance of fund classes will differ. Please see prospectus for details.

Arthur D. Ally, Timothy Plan President

Our Story

Early in 1992, Arthur Ally, then President and Owner of Covenant Financial Management, was challenged to design a retirement plan for pastors of independent churches and offer it on a national scale.  Mr. Ally searched the entire investment industry for any professionally managed program that would complement the Christian world-view passion of evangelical pastors.

After identifying several socially screened funds, Mr. Ally dug further, but failed to find a fund that screened for more than a few social issues, including alcohol and tobacco.

more about us






In the News

In the event an article mentions performance, it is important to understand that past performance is no guarantee of future results and current performance may be higher or lower than the performance data quoted. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. For more current returns, including returns for the most recent month, please call your financial advisor or the Fund at (800) 846-7526. To view our annual archive of articles, click on the tab year. Articles are purposesly unlinked to the source for compliance or copyright reasons.


‘Ethical’ Investing in Emerging Markets?
The Wall Street Journal, October 5, 2014

The Faith-Based Investor: How Making Financial Decisions Based on Your Religious Beliefs Can Pay Off
Deseret News National, August 25, 2014

Timothy Plan: Twenty Years in the Making - The Beginning of an Era
April 4, 2014

Investing Your Values
byFaith Magazine, June 15, 2013

Investing Your Values
WORLD Magazine, June 15, 2013

Starbucks CEO's Position Earns Exclusion from Pro-Family Mutual Fund
Christian Newswire, April 2, 2013

Monthly Fund Analysis: Category Kings
The Wall Street Journal, March 8, 2013

Timothy Plan's prospectus adds its 12th fund to its fund family - Emerging Markets Fund
January 29, 2013
"Top-Returning Funds That Follow Religious Guidelines"
TheStreet.com, November 16, 2012

"Getting Religion With Faith-Based Mutual Funds"
Morningstar, November 5, 2012

"Allot to Ceragon Widen Premium After Storm: Israel Overnight"
Morningstar, October 31, 2012

"Quicktake: TLVAX Top 10% of Category in Last Three Months"
Morningstar, January 2, 2012
Data Market Center: Top Performing Funds YTD
The Wall Street Journal, October 31, 2011

"Mutual Fund Performance: Mid-Cap Growth Funds"
Wall Street Journal, December 29, 2011

"Orlando conference raises awareness of human trafficking"
Florida Baptist Witness, September 8, 2011
"Socially Responsible Funds Attract Investors"
The Pantagraph, July 18, 2010

"Is the moral high ground profitable?"
Citywire.co.uk, July 15, 2010

"The Hartford Adds Faith-based Investment Options To Spur More Growth In Sales Of Retirement Plans To Charities, Religious Organizations"
TheStreet.com, May 12, 2010

"Faith & Finance --- Once little noticed, religious funds have tripled in number in 10 years; Will the down economy spur on more?"
Smart Money, January 1, 2010
"Investing in Funds: A Quarterly Analysis --- Category Kings in 22 Realms"
The Wall Street Journal, April 6, 2009
"Faith-based Investment Funds"
Spirituality & Health Magazine, November 1, 2008

"What I Believe"
Registered Rep, August 1, 2008

"Faith-based Funds Put Money Where Beliefs Are"
The Gazette, July 28, 2008

"Faith-based Investments Grow Dramatically"
Examiner, July 27, 2008

"Faith-based Mutual Funds a $17.5 Billion Industry"
Gazette, July 26, 2008

"A Boomlet in Faith-Based Funds"
U.S. News & World Report, May 26, 2008

"Fever Grows for Faith-Based Funds"
U.S. News & World Report, April 14, 2008

"Money: The Investor: Practicing What They Preach..."
the guardian, February 16, 2008

"Christian Group Top Among US Faith-Based Investors"
Financial Times, January 14, 2008

"Faith-based Funds"
Financial News Online (London, UK), January 14, 2008

"Christian fund leads faith-based investors..."
Financial Times, January 13, 2008>
"Judyth Piazza Chats with Arthur D Ally, Founder of the Timothy Plan"
Student Operated Press, December 11, 2007

"Learn About the Evangelical Christians in the US..."
Business Wire, December 5, 2007

"Mutual Funds Tailored to Political Philosophies"
San Francisco Chronicle, November 19, 2007

"Believers Choosing Investments on Faith..."
Observer, September 15, 2007

"And the Winners Are..."
Kiplinger's Personal Finance Magazine, September 1 2007

"Wall Street Felling Heat of Investors' Values"
One News Now, September 1, 2007

"Religious Activists Gain a Voice on Wall Street... Faith-based Funds"
The Atlanta Journal-Constitution, August 26, 2007

"Christianity and the Rise of the Investor Left"
Financial Advisor, August 25, 2007

"Religious Investments"
Washington Post, August 11, 2007

"Morally Sound Stocks Sought"
The Washington Times, July 9, 2007

"A Spiritual Investment"
The Commercial Appeal, July 3, 2007

"Faithfully Yours"
Financial Advisor, June 2007

"The World of Religious Mutual Funds"
MSNBC, May 30, 2007

"Profiting From Virtue"
Zenit News Agency (Rome, Italy), May 14, 2007

"Rankings: Top-Performing Stock and Bond Mutual Funds"
Kiplinger's Personal Finance Magazine, May 1, 2007

"Two Funds Get Religion"
Kiplinger.com, May 1, 2007

"The Word is Spreading on Religious Funds"
Financial Times (FT.com), April 30, 2007

"Grow the Money But Harm No On - Faith-Based Investing"
Financial Times, April 17, 2007

"Flourishing Mutual Funds Built on Faith"
The Seattle Times, April 15, 2007

"Religious Principles Take Root in Funds"
The New York Times, April 8, 2007

"Two Funds Get Religion; They Have a Different Take on Socially Screened Investing"
Kiplinger.com, April 1, 2007

"Rankings: Top-Performing Stock and Bond Mutual Funds"
Kiplinger's Personal Finance Magazine, April 1, 2007

"Socially Responsible Funds Could Fit Your Moral Code"
Omaha World-Herald, March 24, 2007

"Wealth: Putting faith in funds may yield saintly returns"
The Wall Street Journal, March 22, 2007

"Putting Faith in Mutual Funds"
The Wall Street Journal, March 19, 2007

"Putting Faith in Religious Mutual Funds"
Morningstar, March 13, 2007

"First Steps: Vice-averse Funds Offer Own Reward"
Winston-Salem Journal, March 11, 2007

"Offensive Sex Scene with 'God' Upsets Christians"
Christian Post, March 9, 2007
"Christian Investors Put Their Beliefs Into Practice"
NPR, November 14, 2006

"A Rethink on Shunning Sin"
Christian Science Monitor, October 23, 2006

"Faith-based Funds Outpacing Industry"
Baltimore Sun, October 22, 2006

"Faith Finds Growing Place in Mutual-Fund Industry"
Chicago Tribune, September 24, 2006

"Faith Makes A Leap Into Mutual Fund Market: More Investors Putting More Of Their Money Where Their Religion Is"
Times Union, September 18, 2006

"Faith Becomes Core For Investing; Mutual Funds, Banks Base Practices on Religious Principles Including Those of Islam, Catholicism"
Contra Costa Times, September 18, 2006

"Faith-Based Funds Growing Fast; Sector Tops $16 Billion Under Management"
Buffalo News, September 17, 2006

"Faith Funds Becoming Formidable Market Force"
The Bradenton Herald, September 17, 2006

"Putting Faith In Investments"
San Jose Mercury News, September 17, 2006

"Faith-Based Mutual Funds Gain Followers Interest Is Multi-denominational, and Investors Expect Results"
Orlando Sentinel, September 17, 2006

"Faith Grows As A Force On Market; Religious Tenets Guide Choices In Investments"
Sun-News, September 17, 2006

"Faith-Based Funds Grow As A Market Force"
Charleston Gazette, September 12, 2006

"Faith Grows As Market Force; Funds That Choose Their Investments With The View That Companies' Products or Practices Should Be In Accord With Religious or Moral Beliefs Are Attracting Clients, and Rewarding Them"
Chicago Tribune, September 3, 2006

"Personal Wealth: Linking God and Mammon"
The Edge Singapore, July 31, 2006

"Linking God and Mammon"
Baron's, July 17, 2006

"Timothy Plan Large/Mid-Cap Value Fund Recognized as Best in Its Class for 2005"
PR Newswire (U.S.), April 12, 2006

"Are Ethical Investing & Savvy Investing a Good Mix?"
Independent Business Weekly, March 29, 2006

"Investing as an Act of Faith..."
The Kansas City Star, March 19, 2006

"Faith-based Funds a Growing Subset of Socially Responsible Investing"
Money Central, March 12, 2006

"Your Beliefs and Your Dollar Don't Mix"
Money Central, February 21, 2006

"A Year of Overcoming Obstacles"
Investment Advisor, January 3, 2006
"Funds Get Religion"
Kiplinger's Personal Finance Magazine, December 1, 2005

"Values-Based Funds Appeal to Church-Goers"
Rocky Mountain News, September 28, 2005

"Why the CW on SRI is Wrong"
Registered Rep, September 1, 2005

"Social Equity Fund Puts Conscience First"
Deseret Morning News, August 28, 2005

"Gay Marriage; Investment Activism"
CNN International Insight, August 24, 2005

"Making Money the Ethical Way"
Sunday Business Post, August 21, 2005

"Socially Responsible Funds Committed to Make Money Too..."
The Grand Rapids Press, August 5, 2005

"Religious Right Discovers Investment Activism"
CorpWatch, August 3, 2005

"The Principled Portfolio: When Clients Want to Invest According to Social Criteria..."
Financial Planning, July 1, 2005

"Liberty Funds Aiming to Tap into Patriotic Fervor..."
Investment News, June 6, 2005

"Financial Goals, Spiritual Needs"
International Herald Tribune, June 5, 2005

"Socially Responsible Investing Grows Ever More Complicated"
The Baltimore Sun (KRTBN), May 29, 2005

"A Moral Focus Can Pay Off"
Times Union, May 23, 2005

"Religious-Minded Mutual Funds Finding Converts"
The Virginia-Pilot, May 22, 2005

"Keeping"
The Journal News, April 24 2005

"Funds for Christian Investors..."
BusinessWeek Online, March 28, 2005

"Funds with a Religious Bent"
Investment Advisor, March 30, 2005

"Patriot Fund Promotes The Red, White and Blue"
Dow Jones News Service, February 10, 2005
"Are You Invest in Your Values?"
Charlotte Observer, November 29, 2004

"What Would Jesus Short?"
Smart Money, November 21, 2004

"Is it Moral to Invest in War if the Enemy is Terrorism?"
Christian Science Monitor, October 18, 2004

"Editor's Letter"
Church Executive, October 2004

"Doing Well While Doing Good is Possible"
USA Today, September 17, 2004

"Putting Investments Behind Your Convictions, Your Money"
The Baltimore Sun, August 1, 2004

"Socially Responsible Funds Let Investors Uphold Ethics"
Chicago Tribune, August 1, 2004

"Patriot Games: New Fund Waves the Flag..."
Investment News, May 17, 2004

"Timothy Plan Marks 10th Anniversary with May 1 Launch of Patriot Fund"
PR Newswire, April 30, 2004

"Do Good, and Do Great"
Kiplinger's Personal Finance Magazine, March 1, 2004
"Holy Influence; Born-again Christian Art Ally Covered up Cosmo..."
Forbes, December 8, 2003

"Investing With A Clear Conscience..."
Duluth News-Tribune, October 11, 2003

"Wal-Mart Covers Up Women's Magazines"
Vancouver Sun, June 7, 2003

"What Would Jesus Buy?..."
Time, May 19, 2003

"Having Faith - Assets in Religious Mutual Funds are on the Rise..."
Peoria Journal Star , May 1, 2003

"Christians Bring Faith to Matters of Finance"
Times Union, May 4, 2003

"Holy Financial Planning..."
Sun News, April 30, 2003

"Saving Religiously"
The Miami Herald, April 12, 2003

"Learning Good Stewardship"
The Tallahassee Democrat, March 8, 2003
"Timothy Plan Softens Screening Criterion on Homosexuality"
Concerned Women for America, December 11, 2002

"Wal-Mart Accommodates Shoppers Concerned about Racy Mags"
Concerned Women for America November 13, 2002

"Social Funds Good Choice for Some Investors"
Chicago Tribune, November 12, 2002

"Faith-based Investments Stick to Christian Beliefs"
News-Press, October 14, 2002

"Mutual Fund Targets Wal-Mart for Selling Sleazy Magazines"
Concerned Women for America, August 21, 2002

"Morality Fund Sells Wal-Mart Stock to Protest Magazine Displays"
Orlando Sentinel, August 17, 2002

"Funds Offer Investors Chance to Get Religion"
Chicago Sun-Times, August 12, 2002

"Do-Gooder Investing"
The Sun, May 5, 2002

"Keeping the Faith"
On Wall Street, May 1, 2002

"Timothy Plan Finds Niche Among Socially Responsible Funds."
Dayton Daily News, April 28, 2002

"Religious Investing: Where to Put Your Money in Good Conscience"
The Palm Beach Post, April 15, 2002
"Rising Above the Pack; Social Investing Can Help Your Heart..."
Chicago Tribune, December 18, 2001

"Funds Emerge to Serve Ethically Minded Investors"
The Salt Lake Tribune, December 2, 2001

"Christ's Returns"
Christianity Today, September 3, 2001

"Faith-Based Investing Expanding"
Deseret News, September 1, 2001

"Tip Sheet: J. Awad Finds Small-Caps for Discerning Flock"
Dow Jones News Service, August 8, 2001

"Investing by Faith: Funds Based on Values Enjoys Increasing Popularity"
The Lexington Herald Leader, August 5, 2001

"These Fund Follow Markets and Commandments"
American Banker, August 3, 2001

"Religious Funds Offer Way Around Moral Dilemma"
South China Morning Post, July 22, 2001

"Seek and Ye Shall Find a Fund"
Chicago Tribune, June 15, 2001

"Faith-Based Investing Takes Off in 2001"
PR Newswire, June 6, 2001

"The Virtuous Investor - Socially Responsible Funds"
SmartMoney, May 1, 2001

"In Good Conscience / Refined niche funds focus on targeted social values"
Newsday, March 11, 2001
"Keeping Your Money Clean"
Citizen - Focus on the Family, September 2000

"Timothy Partners to Launch Four Growth Funds"
Federal Filings Newswires, August 22, 2000

"Believe in a Cause? Invest in it Funds that Tug at Heart Produce Rising Returns"
The Des Moines Register, August 14, 2000, pg 1

"Faith-based Investments Growing Ethics: Funds Serve Religious Niche Markets"
The Atlanta Journal - Constitution, July 9, 2000, pg Q; 3

"Morals Used to Invest"
News-Herald, June 8, 2000

"Investing Can Match Your Beliefs it Goes Beyond Just Avoiding Certain Stocks; It Can Mean Trying to Make a Difference"
The Post Standard, April 17, 2000

"Manager's Journal: Selling Out for Fun and Profit"
The Wall Street Journal, April 17, 2000

"The Ethics of Investing"
Today's Christian Doctor, Spring 2000, pg 4

"Nun Cents (or, a different kind of value investing)"
Financial Planning, March 2000

"Investors Put Their $$ Where Their Religion Is"
New York Post, Sunday, February 27, 2000

"Faith & Consequences"
Investment Advisor, January 1, 2000
"Pious Profits"
Christianity Today, September 6, 1999, pp 28-29

"Stocks That Reflect Your Conscience"
Kiplinger's Personal Finance Magazine, July 1999

"Moral Investing Can Be Profitable Too"
The Washington Post, February 7, 1999

"Faith-Based Investments"
Life @ Work, Jan/Feb 1999, pg 10

"Funds That Combine Value with Values"
The Washington Post, January 10, 1999
"Investing on Faith"
Money, November 1998, pp 168-176

"A Mutual Feeling Fund"
The Advisor, Summer/July 1998

"Prophets of Profit Spread the Gospel"
Investment News, February 9, 1998
"Moral Investments"
Your Church, Nov/Dec 1997, pg 57

"The Almighty and the Dollar"
Florida Trend, October 1997, pg 28

"Want To Put Your Money Where Your Conscience Is?"
BusinessWeek, September 1997, pp 134-135

"Investing Religiously"
Mutual Funds, July 1997, pp 41-44

"Catholic Values"
Mutual Funds, June 1997, pg 18

"Profiting from Conscience"
CNNfn, January 8, 1997
"Conservative Investing"
National Review, May 20, 1996

"Socially Responsible Investing: Profits and Principles"
BWZine, April 1996

"Ethical Investing the Right Way"
Kiplinger's Personal Finance Magazine, April 1996
"Morality and the Market"
Mutual Funds, February 1995

"Timothy Plan"
Kiplinger's Personal Finance Magazine, January 1995

"Timothy Plan Mutual Fund Believes in Squeaky Clean Investments"
The Buffalo News, May 22, 1995
"A Fund with Morals"
Florida Trend, (June 1994, pg 22)
Investing in a mutual fund may result in a loss of principal. Carefully consider the investment objectives, risks, charges and expenses before investing. A prospectus is available from the Fund or your financial professional that contains this and other more complete, important information. Please read it carefully before investing or sending money.  Distributed by Timothy Partners, Ltd.  Member FINRA.
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FOR BROKER/DEALER USE ONLY. By accessing this site, I represent that I am a registered investment adviser or representative, or an assistant to such a person. I will not access this website if that registration is withdrawn. Distributed by Timothy Partners, Ltd. Member FINRA.