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Tuesday, August 03, 2021

A 27-Year-Old Fund Firm Launches Two ETFs

Reported by Neil Anderson, Managing Editor

A faith-based mutual fund firm's team recently rolled out a pair of ETFs. The dual launch brings the 27-year-old fund family to 12 mutual funds and six ETFs in total.

Arthur D. Ally
Timothy Plan
Founder, President
On Thursday, Art Ally, president of Timothy Partners and its Timothy Plan family of funds, unveiled the Timothy Plan High Dividend Stock Enhanced ETF (ticker TPHE on the NYSE) and the Timothy Plan US Large/Mid Cap Core Enhanced ETF (TPLE). The Maitland, Florida-based firm rolled out its first four ETFs in 2019, and last week's launches add tactical spins to the strategies behind two of those ETFs in the first batch. And like all of the Orlando-area firm's funds, the new funds build in the firm's "biblically responsible investing" perspective, screening out companies involved in abortion, alcohol, "anti-family entertainment," gambling, pornography, or tobacco.

"We used to review a myriad of charts and historical data points in an attempt to determine when we should move out of the markets and into cash for our more risk-averse investors," Ally states. "Now, we can structure an ETF to do that automatically."

TPLE and TPHE both come with expense ratios of 52 basis points. Timothy Partners, Ltd. serves as the investment advisor to both new ETFs, with Victory Capital Management, Inc. as subadvisor through its Victory Solutions team. Mannik Dhillon, president of VictoryShares and Victory Solutions, and Free Foutz, portfolio implementation manager for VictoryShares and Victory Solutions PM both ETFs.

Other service providers to the new ETFs include: Citi (specifically Citi Fund Services Ohio, Inc. and Citibank, N.A.) as administrator, custodian, fund accountant, and transfer agent; Cohen & Company, Ltd. as independent accounting firm; David Jones, Esq. as legal counsel; and Foreside Distributors as distributor. 

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