#USA #Orlando #investment strategy #Timothy Plan #ETF Merger

The Timothy Plan Merges Its Large Mid/Cap Core ETFs

In a strategic move aimed at enhancing investment performance and streamlining their offerings, The Timothy Plan has recently announced the merger of its Large Mid/Cap Core Enhanced ETF (TPLE) into the more streamlined Large Mid/Cap Core ETF (TPLC). This decision, approved by the Board of Trustees on July 25, 2025, came at the recommendation of Timothy Partners, Ltd., the Trust's designated investment adviser.

Overview of the Reorganization

This merger is set to take place after market hours on October 3, 2025, closing a chapter for the Acquired Fund as trading will cease on that date. Shareholders of TPLE will automatically receive shares of the TPLC equivalent to their previous holdings, plus any necessary cash adjustments for fractional shares. Notably, for U.S. federal income tax purposes, this Reorganization is not anticipated to trigger any income, gain, or loss for shareholders, marking a smooth transition for investors.

Both TPLE and TPLC are index funds with similar investment strategies; however, merging them allows for a more focused investment approach. The combined management team, including Timothy Partners and their sub-adviser, Victory Capital Management, remains the same, ensuring consistency in investment philosophy and execution.

Implications for Shareholders

For current shareholders of the Timothy Plan, this merger means a consolidation that aims to optimize their investments within a simplified structure. The comprehensive information statement and prospectus detailing the merger will be sent to TPLE shareholders prior to the reorganization, providing essential insights about their new holdings. Importantly, the merger does not require a shareholder vote, simplifying the approval process.

This move is part of Timothy Partners' ongoing commitment to refine its investment offerings while remaining true to its mission of Biblically Responsible Investing (BRI). By minimizing complexity among fund options, the organization seeks to enhance the overall performance and satisfaction of its investors.

About Timothy Partners

Founded in 1993, Timothy Partners is a leader in the realm of Biblically Responsible Investing. The firm, based in Maitland, Florida, oversees assets exceeding $2.6 billion as of May 2025. Their investment approach involves employing proprietary filters to exclude companies that conflict with Judeo-Christian values from their portfolios, ensuring investors are aligned with their moral standards while pursuing financial returns.

Before making any investment decisions, it is crucial for potential investors to carefully consider the objectives, risks, costs, and fees associated with the funds. The full details can be reviewed in the current fund prospectus, available through multiple channels, including Timothy Plan's official website.

Overall, the merger of TPLE into TPLC marks a strategic shift for The Timothy Plan, aiming to not only streamline their fund offerings but also reinforce their commitment to principled investing while responding to the dynamic financial landscape. Investors are encouraged to stay informed about these changes to fully leverage their investment opportunities going forward.