(TPHD) Timothy Plan High Dividend - Ratings and Ratios

The Timothy Plan High Dividend Stock ETF (NYSE ARCA: TPHD) is designed to track the performance of the Victory US Large Cap High Dividend Volatility Weighted BRI Index, an unmanaged index developed by the funds sub-advisor. The index employs a unique methodology that combines fundamental analysis with risk management techniques. It selects securities based on dividend yield and volatility weighting, aiming to balance income generation with reduced portfolio risk.

Under normal market conditions, the fund invests at least 80% of its net assets in securities included in the index. This includes direct investments in equities and indirect exposure through derivatives. The index weights individual securities based on their volatility, ensuring that higher-volatility stocks have a lower weight in the portfolio. This approach aims to stabilize returns and enhance risk-adjusted performance.

The funds investment strategy focuses on large-cap U.S. equities, prioritizing companies with strong dividend payments. The portfolio is constructed to maintain diversification across sectors, reducing exposure to any single industrys volatility. By integrating fundamental criteria with volatility-based weighting, the fund seeks to deliver a combination of income and capital appreciation for investors.

As of the latest data, the fund has an average trading volume of 19,420 shares over the past 20 days and a last price of $38.00. The short-term moving average (SMA 20) stands at $37.51, while the medium-term (SMA 50) and long-term (SMA 200) moving averages are $37.12 and $36.56, respectively. The Average True Range (ATR) of $0.37 indicates relatively low volatility in recent trading activity.

The funds assets under management (AUM) total $246.85 million, reflecting its moderate size in the ETF landscape. This scale allows for efficient portfolio management while maintaining liquidity in its holdings.

### 3-Month Forecast: Based on the provided data, the fund is expected to maintain its current trajectory, with potential upside driven by its exposure to high-dividend-paying large-cap stocks. The moving averages suggest a stable trend, with the SMA 20, 50, and 200 converging near current price levels. The low ATR indicates limited volatility, supporting a sideways to slightly upward movement in the near term. Fundamental strength in the U.S. economy and continued demand for dividend-focused strategies may contribute to moderate growth over the next three months.