Timothy Plan Announces Strategic Merger of Large Mid/Cap ETFs for Improved Investment Options
On July 25, 2025, The Timothy Plan took a decisive step towards enhancing its investment strategies through the recommended merger of the Timothy Plan US Large/Mid Cap Core Enhanced ETF (TPLC) into the Timothy Plan US Large/Mid Cap Core ETF (TPSC). This move, approved by the Board of Trustees, is part of a broader effort to consolidate management practices and optimize fund performance. Both the acquired and acquiring funds are classified as index funds, and although they share similar investment strategies, they are distinctly positioned in terms of asset allocation and performance metrics.
The merger is scheduled to take effect around October 3, 2025. Following the successful completion of this reorganization, investors holding shares in the TPLC will receive shares in the TPSC equivalent to the net asset value of their investment, as well as cash for any fractional shares. Importantly, this merger is not expected to generate taxable income or gains for shareholders under U.S. federal tax regulations, which positions investors to benefit from a seamless transition.
For shareholders in the TPLC, a detailed combined information statement and prospectus will be conveniently sent ahead of the merger's implementation. This documents critical information regarding the new structure and potential implications of the reorganization. Interestingly, the merger does not require a shareholder vote, simplifying the process for all parties involved.
The move is strategically advantageous, given that both funds are managed by Timothy Partners, Ltd. This singular management approach aims to ensure consistency in investment philosophy and risk management. With approximately $2.711 billion in assets under management as of June 30, 2025, Timothy Partners has demonstrated a commitment to managing investments that align with Biblical principles, which are integral to its operational ethos.
Investors are encouraged to consider the implications of this merger carefully. It is emphasized that while the consolidation may offer enhanced benefits, investing inherently involves risks, including potential losses. As always, it’s prudent for shareholders to review the fund's investment objectives, risks, charges, and expenses as outlined in the accompanying prospectus before making investment decisions.
Timothy Plan continues to pioneer Biblically Responsible Investing, an approach that screens companies to ensure alignment with Judeo-Christian morals. This vigilance means that the Timothy Plan funds may carry unique risks compared to traditional funds that do not impose such restrictions on their investments. Stakeholders should keep this factor in mind as they anticipate the benefits anticipated from this merger.
As the funds move towards this strategic reorganization, Timothy Partners remains committed to providing transparent communication and preserving shareholder value. For further inquiries, investors can reach out to Brian Mumbert, President of Timothy Partners, at (407) 644-1986 or through their official website. This merger reflects a crucial moment for Timothy Plan as it continues to adapt to market conditions while adhering to its foundational principles.
The merger is scheduled to take effect around October 3, 2025. Following the successful completion of this reorganization, investors holding shares in the TPLC will receive shares in the TPSC equivalent to the net asset value of their investment, as well as cash for any fractional shares. Importantly, this merger is not expected to generate taxable income or gains for shareholders under U.S. federal tax regulations, which positions investors to benefit from a seamless transition.
For shareholders in the TPLC, a detailed combined information statement and prospectus will be conveniently sent ahead of the merger's implementation. This documents critical information regarding the new structure and potential implications of the reorganization. Interestingly, the merger does not require a shareholder vote, simplifying the process for all parties involved.
The move is strategically advantageous, given that both funds are managed by Timothy Partners, Ltd. This singular management approach aims to ensure consistency in investment philosophy and risk management. With approximately $2.711 billion in assets under management as of June 30, 2025, Timothy Partners has demonstrated a commitment to managing investments that align with Biblical principles, which are integral to its operational ethos.
Investors are encouraged to consider the implications of this merger carefully. It is emphasized that while the consolidation may offer enhanced benefits, investing inherently involves risks, including potential losses. As always, it’s prudent for shareholders to review the fund's investment objectives, risks, charges, and expenses as outlined in the accompanying prospectus before making investment decisions.
Timothy Plan continues to pioneer Biblically Responsible Investing, an approach that screens companies to ensure alignment with Judeo-Christian morals. This vigilance means that the Timothy Plan funds may carry unique risks compared to traditional funds that do not impose such restrictions on their investments. Stakeholders should keep this factor in mind as they anticipate the benefits anticipated from this merger.
As the funds move towards this strategic reorganization, Timothy Partners remains committed to providing transparent communication and preserving shareholder value. For further inquiries, investors can reach out to Brian Mumbert, President of Timothy Partners, at (407) 644-1986 or through their official website. This merger reflects a crucial moment for Timothy Plan as it continues to adapt to market conditions while adhering to its foundational principles.
Topics Financial Services & Investing）
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