The Timothy Plan Streamlines Operations with ETF Merger Strategy
Timothy Plan Announces ETF Merger for Enhanced Value
In an exciting move aimed at improving operational efficiency, the Board of Trustees of The Timothy Plan has approved the merger of the Timothy Plan High Dividend Stock Enhanced ETF (TPHE) into the Timothy Plan High Dividend Stock ETF (TPHD). This reorganization process comes at the recommendation of Timothy Partners, Ltd., the Trust's investment adviser, and is designed to ensure streamlined management of the funds involved.
The Details of the Merger
The merger will effectively absorb the assets and operations of the Timothy Plan High Dividend Stock Enhanced ETF into the Timothy Plan High Dividend Stock ETF. Both funds, which fall under the umbrella of the Timothy Plan, are index funds that share a similar investment philosophy but have different operational strategies. This reorganization is expected to finalize on or around October 3, 2025, subject to any necessary adjustments and regulatory approvals.
Benefits to Shareholders
Following the merger, shareholders of the Timothy Plan High Dividend Stock Enhanced ETF will receive shares in the Timothy Plan High Dividend Stock ETF equivalent to their net asset value before the transaction. Additionally, any fractional shares will be compensated in cash, ensuring that investors are not left at a loss during the transition.
Improvements for Investment Management
The merging of these two ETFs will allow for more cohesive investment management and resource allocation. Both products will now be managed by the same advisory team and portfolio managers, enhancing consistency in investment decisions and strategy implementation.
Expectations and Future Outlook
The upcoming merger reflects the Timothy Plan's ongoing commitment to enhance the shareholder experience while navigating the complex landscape of Biblically Responsible Investing. By merging these funds, the organization aims to create a simplified structure that can better serve investors looking for ethical investment opportunities within the financial market.
About Timothy Partners
Timothy Partners, Ltd. is a pioneer in the field of Biblically Responsible Investing. Established in 1993 and located in Maitland, FL, the firm manages approximately $2.711 billion in client assets. Timothy Partners has gained recognition for its unique approach to filtering investments, ensuring that funds only include securities that align with Judeo-Christian values.
Client-Centric Philosophy
The organization emphasizes transparency and diligent communication with its clients, consistently providing resources to help investors make informed choices. As part of their commitment, a comprehensive information statement and prospectus detailing the merger will be distributed to shareholders prior to its completion.
Frequently Asked Questions
What is the purpose of the ETF merger?
The merger aims to streamline operations and enhance shareholder value by combining similar investment strategies into one fund.
How will the merger affect current shareholders?
Shareholders will receive equivalent shares in the Timothy Plan High Dividend Stock ETF along with cash for any fractional shares held.
When is the expected date for the merger to finalize?
The merger is anticipated to be completed on or around October 3, 2025, pending regulatory approvals.
What should shareholders look out for?
Shareholders can expect detailed information and a prospectus about the merger to be sent to them for consideration prior to the merger date.
Who manages the Timothy Plan funds?
The funds are managed by Timothy Partners, Ltd., and their investment sub-adviser, Victory Capital Management, Inc., ensuring a robust management structure.
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