TPDAX

Active

Timothy Plan Defensive Strategies Fund

Category: Balanced (1,430 funds)

Expense Ratio
1.32%
Annual Cost per $10K
$132.00
30-Year Fee Drag per $10K
$23,668
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+15.62%

Asset Allocation

US Equity
61%
Intl Equity
14%
US Bond
23%
Cash
3%

Fee Comparison

TPDAX
1.32%
Balanced average
0.85%
Balanced cheapest
0.00%
Index benchmark
0.03%

55% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+40.65%3Y
Compare to

Fee Impact Calculator

$
%
TPDAX at 1.32%$262,273
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$118,339
Cost vs index fund−$115,151

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
TPDAXTimothy Plan Defensive Strategies Fund1.32%
AAETXAmerican Funds 2030 Target Date Retirement Fund0.66%
AADTXAmerican Funds 2025 Target Date Retirement Fund0.63%
VWENXVANGUARD WELLINGTON FUND0.17%
TRAIXT. Rowe Price Capital Appreciation Fund0.58%
AACTXAmerican Funds 2020 Target Date Retirement Fund0.61%
CIPAXAmerican Funds Conservative Growth and Income Portfolio0.88%
ACEIXInvesco Equity and Income Fund0.76%
AAFTXAmerican Funds 2035 Target Date Retirement Fund0.67%
AABCXPutnam Dynamic Asset Allocation Balanced Fund0.71%
ISPCXVOYA SOLUTION 2035 PORTFOLIO1.24%
CAIBXCapital Income Builder0.58%
VBIAXVANGUARD BALANCED INDEX FUND0.07%
NBGDXColumbia Capital Allocation Moderate Aggressive Portfolio0.74%
FTCFXAmerican Funds College 2033 Fund0.39%
MACBXMFS Conservative Allocation Fund0.83%
FBFWXAmerican Funds Retirement Income Portfolio - Moderate1.24%
ITCSXVY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO0.65%
AABTXAmerican Funds 2015 Target Date Retirement Fund0.61%
REMIXSTANDPOINT MULTI-ASSET FUND1.26%
IRGPXVoya Retirement Aggressive Portfolio0.60%
PPIPXT. Rowe Price Spectrum Conservative Allocation Fund0.56%
MAMAXMFS Moderate Allocation Fund0.56%
PODAXAristotle Portfolio Optimization Growth Fund1.09%
JABLXJanus Henderson Balanced Portfolio$1M min0.87%
RBAIXT. Rowe Price Balanced Fund, Inc.0.47%
VFORXVANGUARD TARGET RETIREMENT 2040 FUND0.08%
AXBAXColumbia Capital Allocation Aggressive Portfolio1.03%
FAFWXAmerican Funds Retirement Income Portfolio - Conservative1.27%
HADAXHARTFORD BALANCED HLS FUND0.66%
FIQWXFidelity Strategic Dividend and Income Fund0.56%
SWIRXSchwab Target 2035 Fund0.45%
FCFWXAmerican Funds Retirement Income Portfolio - Enhanced1.14%
PTDAXPrincipal LifeTime 2040 Fund0.76%
TPPAXT. Rowe Price Spectrum Moderate Allocation Fund0.62%
QCSCIXCollege Retirement Equities Fund - Social Choice Account
TLPRXNuveen Lifecycle Index 2040 Fund0.25%
TCLOXNuveen Lifecycle 2040 Fund0.50%
PAEBXPutnam Dynamic Asset Allocation Growth Fund0.68%
AADAXInvesco Select Risk: Growth Investor Fund1.71%
IAGAXVOYA SOLUTION MODERATELY AGGRESSIVE PORTFOLIO0.74%
OAZBXOakmark Equity and Income Fund0.56%
IUAAXVY(R) INVESCO EQUITY AND INCOME PORTFOLIO1.14%
SSIAX1919 Socially Responsive Balanced Fund0.95%
VTTHXVANGUARD TARGET RETIREMENT 2035 FUND0.08%
TAALXTransamerica Asset Allocation - Moderate Growth Portfolio1.00%
LLMSXFranklin Multi-Asset Moderate Growth Fund0.70%
PCBKXVictory Pioneer Balanced Fund0.63%
VTIVXVANGUARD TARGET RETIREMENT 2045 FUND0.08%
PGEBXGeorge Putnam Balanced Fund0.91%
CGLGXAmerican Funds Growth and Income Portfolio0.92%
TCIIXNuveen Lifecycle 2035 Fund0.56%
IRMGXVoya Retirement Moderately Aggressive Portfolio0.59%
POCAXAristotle Portfolio Optimization Moderate Fund1.12%
QAAGRXT. Rowe Price Moderate Allocation Portfolio0.86%
VALIXVALUE LINE CAPITAL APPRECIATION FUND INC1.08%
ESIFXEaton Vance Balanced Fund0.68%
SBACXTouchstone Strategic Trust-Touchstone Balanced Fund0.99%
PCGJXSAM Conservative Growth Portfolio0.94%
SWHGXSchwab MarketTrack Growth Portfolio0.50%
AAGTXAmerican Funds 2040 Target Date Retirement Fund0.68%
VMAIXVenerable Moderate Allocation Fund0.89%
MSFKXMFS Total Return Fund0.40%
TLMPXNuveen Lifecycle Index 2045 Fund0.35%
JBAWXBalanced Fund0.62%
VLAAXVALUE LINE ASSET ALLOCATION FUND INC1.06%
HBADXHARTFORD MODERATE ALLOCATION FUND0.67%
CBARXCalvert Balanced Fund0.61%
QVMIIXFranklin Multi-Asset Variable Moderate Growth1.11%
MLTAXMFS Lifetime 2030 Fund0.48%
CTAKXAmerican Funds College 2036 Fund0.43%
TPDCXTimothy Plan Defensive Strategies Fund2.07%
ISEAXVOYA INDEX SOLUTION 2035 PORTFOLIO0.62%
MAGEXMFS Growth Allocation Fund1.19%
AAHTXAmerican Funds 2045 Target Date Retirement Fund0.69%
LFEAXMFS Lifetime 2035 Fund1.52%
STFBXState Farm Balanced Fund0.14%
HMEAXNexpoint Merger Arbitrage Fund2.25%
RPFCXDavis Balanced Fund0.98%
JEPIJPMorgan Equity Premium Income ETF0.35%
GARUXGoldman Sachs Absolute Return Tracker Fund0.73%
IASTXMacquarie Asset Strategy Fund0.72%
PCAFXProspector Capital Appreciation Fund1.16%
AAATXAmerican Funds 2010 Target Date Retirement Fund0.59%
PBAPXSAM Balanced Portfolio1.02%
RAGIXALPS Asset Allocation Growth & Income0.72%
TGAFXT. Rowe Price Global Allocation Fund0.82%
FNNEXNew Economy Fund0.47%
WFAIXAllspring Index Asset Allocation Fund0.90%
TGIPXT. Rowe Price Spectrum Moderate Growth Allocation Fund0.64%
FAVOXFidelity Freedom Index 2040 Fund0.12%
AALTXAmerican Funds 2050 Target Date Retirement Fund0.69%
VASGXVANGUARD LIFESTRATEGY GROWTH FUND0.14%
PCGQXPGIM Income Builder Fund0.70%
SWBGXSchwab MarketTrack Balanced Portfolio0.48%
MAPOXMairs & Power Balanced Fund0.71%
IBLLXTransamerica Multi-Managed Balanced0.64%
MERFXThe Merger Fund1.56%
OSTVXOsterweis Growth & Income Fund0.91%
THPBXBNY Mellon Balanced Opportunity Fund0.90%
TLYIXNuveen Lifecycle Index 2035 Fund0.18%

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