497 1 d212994d497.htm TIMOTHY PLAN CLASS I SHARES Timothy Plan Class I Shares

TIMOTHY PLAN

Timothy Plan Aggressive Growth Fund

Class I Shares (TIAGX)

Timothy Plan International Fund

Class I Shares (TPIIX)

Timothy Plan Large/Mid Cap Growth Fund

Class I Shares (TPLIX)

Timothy Plan Small Cap Value Fund

Class I Shares (TPVIX)

Timothy Plan Large/Mid Cap Value Fund

Class I Shares (TMVIX)

Timothy Plan Fixed Income Fund

Class I Shares (TPFIX)

Timothy Plan High Yield Bond Fund

Class I Shares (TPHIX)

Timothy Plan Israel Common Values Fund

Class I Shares (TICIX)

Timothy Plan Defensive Strategies Fund

Class I Shares (TPDIX)

Timothy Plan Emerging Markets Fund

Class I Shares (TIEMX)

Timothy Plan Growth & Income Fund

Class I Shares (TIGIX)

Supplement dated June 21, 2016

to the Statement of Additional Information dated January 29, 2016

 

 

 

  1.

Under WESTWOOD MANAGEMENT CORP. on page 14 the last sentence of the first paragraph should read:

As of December 31, 2015, Westwood Management Corp. managed approximately $16.3 billion in client assets.

 

  2.

Under BRANDES INVESTMENT PARTNERS, LP on page 21, the following paragraph should be added under The following members of Brandes make up the portfolio management team for the Emerging Markets Fund:

Mr. Mauricio Abadia is an Analyst on the Utilities Research Team and a member of the firm’s Emerging Markets Investment Committee. He is responsible for fundamental research on companies in the global electric, gas and diversified utilities sectors. Before joining Brandes, he worked as a Senior Consultant in the valuations and project finance practice with Deloitte in Latin America. Mr. Abadia earned his MBA with honors from the Haas School of Business at the University of California, Berkeley and his BS in systems engineering with distinction from the University of Virginia. He has 9 years of finance and investment experience.

 

  3.

Under BRANDES INVESTMENT PARTNERS, LP on page 21, the following paragraph should be deleted under The following members of Brandes make up the portfolio management team for the Emerging Markets Fund:

 

1


Mr. Gregory Rippel, CFA, CPA is a Senior Analyst on the Consumer Products Team and is responsible for fundamental research on companies in several consumer-related industries. He is also a voting member of the firm’s Emerging Markets Investment Committee. Before joining Brandes, Mr. Rippel worked as an Underwriter at Greyrock Capital, a subsidiary of Bank of America and as a Senior Associate for Coopers & Lybrand. He earned his MBA from the McCombs School of Business at the University of Texas at Austin and his BA in business economics from the University of California, Santa Barbara. Mr. Rippel is a Certified Public Accountant and has 20 years of accounting, finance and investment experience.

 

  4.

Under Other Information Relating to Brandes on page 22, the two tables should be replaced with the following:

 

    

Number of Other Accounts Managed

And Assets by Account Type

 

Number of Accounts and Assets for Which

Advisory Fee is Performance-Based

Name of Sub-Advisor and

Portfolio Manager

 

Registered

Investment

Companies

($mils)

 

Other Pooled

Investment

Vehicles

($mils)

 

Other

Accounts

($mils)

 

Registered

Investment

Companies

($mils)

 

Other Pooled

Investment

Vehicles

($mils)

 

Other Accounts

($mils)

Brandes Investment Partners, L.P.:

           

  Mauricio Abadia

  3 ($1,052)   6 ($743)   465 ($2,385)   N/A   N/A   1 ($54)

  Doug Edman, CFA

  3 ($1,052)   6 ($743)   465 ($2,385)   N/A   N/A   1 ($54)

  Chris Garrett, CFA

  3 ($1,052)   6 ($743)   465 ($2,385)   N/A   N/A   1 ($54)

  Louis Lau, CFA

  3 ($1,052)   6 ($743)   465 ($2,385)   N/A   N/A   1 ($54)

  Gerardo Zamorano, CFA

  4 ($1,060)   8 ($888)   465 ($2,385)   N/A   N/A   1 ($54)

 

Name of Person  

Dollar Range

of Equity Securities in each Fund

 

Aggregate Dollar Range of Equity Securities in all

Funds Held By Portfolio Manager

  Mauricio Abadia

  None   None

  Doug Edman, CFA

  None   None

  Chris Garrett, CFA

  None   None

  Louis Lau, CFA

  None   None

  Gerardo Zamorano, CFA

  None   None

 

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